MEET THE TEAM
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ADVISORS EXCEL
Advisors excel, is a national insurance marketing organization supporting financial professionals, Broker/Dealers, and financial institutions with a structure designed to match the unique business model of each organization and individual they serve. They provide client planning solutions through the optimal use of life insurance, annuities, and long-term care.

TAX PROFESSIONALS
We partner with your CPA to build comprehensive financial plans for your unique situation. We can also recommend a CPA or tax professional to you to ensure you are getting the best advice.
RECENT ARTICLES
August 2026
August- NEWSLETTER -2026Something PersonalSomething Personal from SammieMade New!My husband Nick, and I recently decided to take the next step in our faith by publicly dedicating ourselves to the Lord and declaring our faith through baptism. We were baptized together...
Donor-Advised Funds: A Simple Way to Make Charitable Giving Easier
Donor-Advised Funds: A Simple Way to Make Charitable Giving EasierIf charitable giving is part of your financial plan, you may have heard the term donor-advised fund (DAF). While the name sounds technical, the concept is fairly straightforward. A donor-advised fund is...
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...

ESTATE PLANNING PROFESSIONALS
We will partner with your estate planning attorney to work on an optimal solution for your estate planning needs. It is important to us that you are getting the best advice from professionals in their area. We can also recommend attorneys who specialize in estate planning.
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Sara Hoskins
Business Operations, Client Relations, Client Account Management, Insurance Specialist Idaho Accident, Health, Life Insurance #21439321
Sara Hoskins brings extensive experience in business management and bookkeeping to her role. She previously ran and managed a successful trucking company in Southern California before relocating to Idaho, where she served as the bookkeeper and HR representative for a prominent multi-site non-profit organization.
In 1997, Sara married Chad, her middle school crush, and they began their family shortly thereafter. Together, they homeschooled their two sons, Sean and Luke, from pre-school through high school graduation. They were heavily involved in community sports, particularly basketball and baseball, including travel teams and all-stars. Sean is now married to Melanie, and Luke to Kayla. Sara finds great joy in her evolving role as a mother-in-law.
Outside of her professional commitments, Sara has a variety of personal interests. She is an avid reader, enjoys traveling to new destinations, and participates in outdoor activities such as paddle boarding, mountain biking, golf, and regular workouts. She also has a profound appreciation for coffee and a nice glass of wine.
At Tadman Financial, Sara specializes in business operations, client accounts and client relations. She is dedicated to fostering positive relationships and ensuring client satisfaction. Her expertise in navigating the complexities of her role demonstrates her unwavering commitment to both clients and the organization's mission. Licensed in Accident, Life, and Health insurance, Sara strives to help clients feel secure about their coverage for life's uncertainties.
Check the background of investment professionals on FINRA’s BrokerCheck.
RECENT ARTICLES
August 2026
August- NEWSLETTER -2026Something PersonalSomething Personal from SammieMade New!My husband Nick, and I recently decided to take the next step in our faith by publicly dedicating ourselves to the Lord and declaring our faith through baptism. We were baptized together...
Donor-Advised Funds: A Simple Way to Make Charitable Giving Easier
Donor-Advised Funds: A Simple Way to Make Charitable Giving EasierIf charitable giving is part of your financial plan, you may have heard the term donor-advised fund (DAF). While the name sounds technical, the concept is fairly straightforward. A donor-advised fund is...
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...
CONTACT US
Follow Us
RECENT ARTICLES
August 2026
August- NEWSLETTER -2026Something PersonalSomething Personal from SammieMade New!My husband Nick, and I recently decided to take the next step in our faith by publicly dedicating ourselves to the Lord and declaring our faith through baptism. We were baptized together...
Donor-Advised Funds: A Simple Way to Make Charitable Giving Easier
Donor-Advised Funds: A Simple Way to Make Charitable Giving EasierIf charitable giving is part of your financial plan, you may have heard the term donor-advised fund (DAF). While the name sounds technical, the concept is fairly straightforward. A donor-advised fund is...
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...
CONTACT US
FOLLOW US
Tadman Financial, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated with any entity listed above.

