facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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.

Learn More 

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.

Learn More 

Qualified Plan Consulting

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

Learn More 

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.

Learn More 

Who We Are

The Hock Group is an experienced private wealth management team that delivers the best of advisory services, comprised of investment management, advanced financial planning and the 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 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.


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


More on Lana

Michael Wagner, CFP®

Michael Wagner, CFP®

PWM Financial Planner


More on Michael


Baird Highlights

Loading Posts...