Our Profile

 

“Our mission is to present thoughtful and current wealth management strategies; providing solutions for the financial goals and challenges of clients, their families and their businesses.”

The Hoffman and Hock Group is an experienced private wealth management team. We are dedicated to offering tailored financial solutions to high net-worth families, business owners and organizations through a unique, consultative process.

By utilizing the vast resources of Robert W. Baird & Co., we work in partnership with our clients to help create and grow wealth, protect and preserve wealth, and plan and implement the tax-advantaged distribution of wealth both during life and at death.

Financial Advisors

Leah Hoffman, CFP®, ChFC®, CDFA™
Managing Director		 Caralee H. Allsworth, CFP®
Senior Vice President
   
Lana E. Hock, CFP®, ChFC®, CDFA™
First Vice President		 Fred A. Krakowiak, CFP®
First Vice President

 
Client Services Team

Michael Wagner
Financial Advisor Associate		 Jacque Decker
Registered Client Relationship Associate
   

Cherie Scott
Registered Client Relationship Specialist

Taylor Kujalowicz
Registered Client Relationship Associate
© 2010. Robert W. Baird & Co. Incorporated.



The Hoffman and Hock Group is licensed to offer securities throughout the
USA and Washington D.C. with the exceptions of: AL, AR, DE, KY, ME, MS,
NH, ND, RI, TN, VT, and WV

Baird financial advisors may only conduct business with residents of the
states in which they are properly registered or licensed. This site is for residents
of the United States. The foregoing has been prepared solely for informational
purposes and is not an offer to buy or sell or a solicitation of an offer to buy or
sell any security or instrument or to participate in any particular trading strategy.
Please note that not all of the investments and services mentioned are available
in every state. Baird does not offer tax or legal advice. Securities, products and
services are offered through Robert W. Baird & Co.
Incorporated. Member NYSE and SIPC.
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