Michael Wagner, Financial Advisor Associate
Michael takes the lead for our clients in mutual fund research, trading, cost basis reporting and compiling financial plan information and account information for client reviews. He helps to ensure that we provide comprehensive wealth management services with the utmost integrity, objectivity and commitment to our clients’ needs. Mike is the senior member of our service team, having worked with the group for the past ten years. He has earned a Bachelor of Science degree in Finance from Arizona State University.
Contact Information
602-224-4963
877-792-3050
mrwagner@rwbaird.com
Cherie Scott, Registered Client Relationship Specialist
Cherie specializes in client service and loves getting to know clients. Her diligence and attention to detail ensures that our clients have the great outcomes they have come to expect from our group. Whether she is opening accounts, processing cash disbursements, or following up with clients after meetings with their advisors, Cherie has made it a commitment to support and strengthen client relationships through her service expertise and mastery of contact management. Cherie’s background in financial planning also lends a higher level of support to the Advisors working on financial plans, including the area of divorce. She graduated from Brigham Young University and has more than 11 years of experience in the financial services industry. Cherie joined our group in 2010, after spending 9 years in Baird’s Milwaukee office. In 2009, she was recognized for her outstanding work and was named a CRA All Star winner. Cherie has four adult children living in Virginia, Texas and Arizona and 9 grandchildren. She enjoys reading American history gardening, and playing the piano.
Contact Information
602-224-4966
877-792-3050
cscott@rwbaird.com
Jacque Decker, Registered Client Relationship Associate
Jacque has 12 years experience in assisting clients in the private client brokerage industry. As the operations and administrative specialist for the team, Jacque provides efficient, high-touch service to our valued clients. Prior to joining Baird, she worked for 7 years in New York as a trading assistant at an institutional brokerage firm. Jacque also gained international work experience as an assistant at a brokerage firm in Tokyo, Japan. Jacque is a Registered Client Relationship Associate and currently holds her Series 7 and 63 licenses. Jacque was born in Staten Island, NY and moved to the Phoenix/Valley area in 1994. She is the proud mother of three boys; the oldest of whom is serving in the US Navy on a submarine. In her spare time, she enjoys watching ice hockey, spending time with family, kickboxing and traveling.
Contact Information
602-224-4965
602-224-4950
jdecker@rwbaird.com
Taylor Kujalowicz, Registered Client Relationship Associate
Taylor is responsible for scheduling, client correspondence, and communications. She is typically the first contact for The Hoffman and Hock Group and is here to coordinate the functions of the team. Taylor earned a Bachelor of Science degree in finance from Arizona State University in December of 2008. She graduated Cum Laude and wrote a honors finance thesis on "Developing a Retirement Income Strategy."
Contact Information
602-224-4964
602-224-4950
tkujalowicz@rwbaird.com