about
The people
behind the work.
For more than 25 years, Infinity Advisory Services has delivered defensible valuations, credible litigation support, and embedded transaction advisory to the partners who demand the highest standard of work.
Years of Advisory Experience
Core Disciplines
Standard
Chad Hoekstra,
Partner
Chad Hoekstra is a Partner and Co-Founder of Infinity Advisory Services. He has spent three decades on business valuation, litigation support, and transaction advisory work — engagements that have to hold up under IRS examination, in court, and across diligence rooms.
Chad prepares valuations for federal gift and estate tax planning, family limited partnerships, ESOPs, and mergers and acquisitions. He provides expert witness testimony in eminent domain proceedings, shareholder disputes, dissolution of marriage matters, and intellectual property damages. Before co-founding Infinity, he co-founded HDH Advisors and held senior roles at Applied Economics, Bennett Thrasher, RSM McGladrey, and Bank One. He has valued businesses across manufacturing, technology, commercial real estate, construction, agriculture, lodging, telecommunications, and most industries in between.
He holds the CPA/ABV, ASA, and CFF credentials, and is a graduate of Central College in Pella, Iowa. He started his valuation career in Iowa and Ohio and has called Atlanta home for more than two decades.
Levi werkman,
Partner
Levi Werkman, CFA, is a Partner at Infinity Advisory Services in Atlanta, Georgia, where he advises business owners, private companies, and senior stakeholders on complex valuation and transaction matters spanning estate and gift tax planning, corporate transactions, litigation support, and M&A advisory.
Levi brings deep analytical expertise to valuation reports, management presentations, and board-level deliverables for clients across a range of industries. On the transaction advisory side, he plays a central role in M&A engagements — from buyer identification and outreach to competitive positioning, industry diligence, and capital markets analysis.
Prior to joining Infinity Advisory Services in 2022, Levi served as an analyst at HDH Advisors. Before that, he was an Analyst at Rialto Capital Advisors, where he underwrote commercial real estate transactions, analyzed leasing agreements and property dispositions, evaluated hotel franchise arrangements, and supported the oversight of a portfolio exceeding 1,000 commercial real estate loans.
He is also a CFA® Charterholder.
Max Hobbs,
Analyst
Max Hobbs is a Valuation Analyst with Infinity Advisory Services, where he assists clients with business valuation and financial consulting engagements for a variety of purposes, including estate and gift tax planning, litigation support, transaction consulting, and family law matters.
Max graduated cum laude from Kennesaw State University with a bachelor's degree in finance. He is currently pursuing the Chartered Financial Analyst® (CFA®) designation and has passed the CFA Level I exam. Max is committed to expanding his technical expertise and providing clients with thoughtful, high-quality, and defendable valuation analyses.
Kirsten Cowart,
Analyst
Kirsten Cowart is an Analyst with Infinity Advisory Services, where she supports business valuation and consulting engagements across estate and gift tax planning, litigation, and transaction advisory work.
Prior to joining Infinity, Kirsten completed a summer analyst program with J.P. Morgan Chase's Payments division in Jersey City, where she supported healthcare sales, participated in client-facing relationship reviews, and developed research-backed recommendations for future client engagements. At Kennesaw State University, she serves as Chief Executive Officer of the Student Managed Investment Fund, a $350,000+ portfolio run by students, where she previously held roles as Chief Operating Officer, Managing Director, and Senior Analyst.
Kirsten will graduate from Kennesaw State University in 2026 with a Bachelor of Business Administration in Finance and a minor in Economics.
How we work
What it looks like to work with us.
what we believe
The work we say yes to.
Excellence isn't a posture.
We don't take engagements we can't deliver at the level they require. The work either meets the standard or we don't take it on. That's harder to maintain than it sounds, and it's the reason partners keep sending the difficult matters our way.
Honesty before optimism.
We'll tell you what we see — including when the answer isn't what the client hoped for, or when we're not the right firm for the work. The relationship is worth more than the engagement. The reputation is worth more than the relationship.
Relationships, not transactions.
The best work we've done has come from partnerships measured in decades, not deals. We invest in the people we work with — clients, opposing counsel, judges, fellow practitioners — because the work is better when the people around it are.
Generosity in how we show up.
We assume good faith. We share what we know. We do the small things that aren't required — the early heads-up, the call returned on a Sunday.