Will Hoggan, principal at Hoggan Fiduciary Services, is often asked, “So, uh, what is a fiduciary? I’ve never heard of that.” His reply is along the lines of, “Think of me as a professional son for hire. When, due to age or disability, people can no longer manage their financial or personal affairs, adult children generally step in and help. That is how it should be. But when there is no family–or no family available, able, or willing to help, for whatever reason–that is where I come in.”
Will started Hoggan Fiduciary Services in early 2010. He began doing fiduciary work in his own family before he even knew the profession existed, helping his mother with issues involving his elderly grandmother. He saw first-hand, watching his mother, what a significant difference it can make in a senior’s quality of life when someone is involved in their life, watches over them, handles their finances in a responsible way, and raises a ruckus (when needed) to ensure the proper level of care is provided.
Prior to becoming a private professional fiduciary, Will spent many years in the world of Information Technology as a software analyst, designer, and developer for several large corporations including FedEx Freight, Bank of the West, and General Motors/Electronic Data Systems (EDS). His work with business application software and systems–particularly finance, payroll, and human resources systems—has given him a foundation in logic, organization, and dealing with numbers and finances that has been directly transferable to his career as a fiduciary. Doing the detective work to find the proverbial “needle in a haystack” that is throwing a spreadsheet out of balance, logical problem solving, being well organized, and finding cross-discipline solutions to challenges he faces are skills he has brought with him from his prior career into this one.
Will received his BS in Information Management from Brigham Young University in 1984. He has the distinction of being one of six people in the first graduating class in this (then) new major. While at BYU he also earned an AA degree in Portuguese, taking advantage of the language skills he developed while serving as a church volunteer in Brazil. Will received specialized, in-depth training from California State University, Fullerton, being award certificates in both Professional Fiduciary Management for Trustees and Professional Fiduciary Management for Conservators. He has been a member and part of the speakers’ bureau of the Santa Clara County Interfaith Elder Protection Response task force, a group of lay members from many faiths united in educating faith communities and the public in general about the issue of elder abuse and how to stop it or prevent it. His church and community service have given him a tender heart and a foundation in working with people. Will loves working with people.
Will is licensed by the California Department of Consumer Affairs through the Professional Fiduciaries Bureau as a professional fiduciary, and is also certified as a National Certified Guardian through the Center for Guardianship Certification. His professional affiliations include memberships in the Professional Fiduciary Association of California (PFAC) and the Brigham Young University Management Society.
Will enjoys trail running, rock climbing, mountain biking, surfing, boogie boarding, and all kinds of outdoor adventures. Will and his wife Sarah are the parents of four children, grandparents of five–and foster parents to a desert tortoise.