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Wealth Management 

We provide personalized investment advice to help successfully plan and manage your wealth while considering your goals for today as well as the future.

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NextGen Wealth Building

In the early stages of building wealth, there are far more questions in your life than answers. Let the Hock Group help you get started on the right path.

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Qualified Plan Consulting

We help design and implement customized and flexible qualified retirement plan solutions for small businesses from start-up to maturity.

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Divorce Financial Planning

Divorce can be very complex and represents one of the biggest financial turning points some individuals will ever face. Emotions run high and once the divorce is finalized, some decisions are irrevocable.  Our team could significantly improve your outcome; don't face it alone.

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Who We Are

The Hock Group is an experienced, multi-generational private wealth management team that delivers the best of advisory services, comprised of comprehensive wealth management, advanced financial and estate planning, and the coordination of synergistic expertise that can only be found working with a team of credentialed partners. By utilizing the vast resources of Baird, we work in partnership with modern families in all life stages with complex dynamics and complicated business ventures to help them create and grow wealth, protect and preserve wealth,  and plan for the distribution of wealth in the most tax advantageous way over the  span of multiple generations.  Life is complicated; family dynamics and structures are complicated.  We are here to help you make the management of your wealth as simplified as reasonably possible so you can enjoy the lifestyle you choose.  

Our Mission

Is to connect with and support the specific needs and challenges of modern families in their professional and personal pursuits of financial independence.

The Team

Lana E. Hock, CFP®

Lana E. Hock, CFP®

Senior Investment Consultant

Senior Vice President

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Michael Wagner, CFP®

Michael Wagner, CFP®

PWM Financial PlanneR

assistant vice president

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Lana E. Hock, CFP®

Amanda Logan, MBA

Financial advisor

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branch operations assistant

phoenix, az baird branch

Now Hiring

Advanced Planning Team

Lana E. Hock, CFP®

Tim Steffen, CPA/PFS, CFP®


tax planning

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Lana E. Hock, CFP®

Mark Criner III, J.D.

Senior estate planner - arizona

Vice President

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Lana E. Hock, CFP®

Melanie Schmieding, CTFA


baird family wealth

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Baird Highlights

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