HOCK - Key Persons
Experience & Expertise
Amanda joined the Hock Group in 2022 and brings to the team Millennial energy with business acumen having first proven herself in retail management, where she built strong relationships and lasting friendships with her clients. She has been a financial advisor with Baird since 2018, learning from some of the best minds in the business. In that short time, she has distinguished herself as a "Toast of Baird Rising Star Award" recipient. With the support of her new team, she will specialize in consulting with executives throughout the country on stock options, stock purchase plans, and other non-cash compensation that are popular in many of today's executive compensation plans, particularly those working at technology-related companies. She is also well-versed on the many planning needs of young professionals, and will be our lead advisor for households in earlier life stages and all households whose investment policy includes environmental, social and corporate governance (ESG.)
Amanda attended the University of Colorado at Boulder where she received her Bachelors of Arts in Psychology. It was during that time that she discovered her deep passion for and understanding of people. She completed her graduate program in Spring of 2019 and obtained an MBA in Strategic Management from Regis University in Denver, Colorado.
Amanda resides in Denver, Colorado where she was born and raised. She spends a lot of time with her sisters, exploring Colorado and beyond. Amanda loves to travel with family and friends and equally enjoys weekends spent in Denver. Amanda started her own networking and educational-based group in Denver, "Straight Up Ladies," and brings interesting and timely content to this group of young female professionals. Additionally, she is the Co-Host of an entertaining, slightly irreverent podcast Total Ship Show, which focuses on the maritime industry. an advocate for animal welfare, Amanda was also co-founding member of A Friend of Jack Rescue in 2020. The rescue is still thriving today and while no longer involved in day-to-day operations, her philanthropic passion for animal welfare and rescue remains strong. She enjoys skiing, climbing, cooking, live music, and caring for her two cats, Penny and Dilly.
"I approach my wealth management business with one mission; to always do the right thing and go above and beyond for my clients. " -Amanda
Visit our Next-Gen Wealth Building Page for more insight on the advanced services Amanda provides to those in the Accumulation Lifestage.
Job Titles:
- Client Assistant - PWM Phoenix
Experience & Expertise
Cristina joined the Hock Group in January 2023, after spending most of her professional career in the mortgage business. Working in finance has always been a passion, along with her relentless attention to detail, and Cristina has perfected the art of creating the ideal experience for clients. She will perform many of the Phoenix Branch Office duties and will almost always be the first face you see when visiting the Phoenix office in person. In her role as a team member of The Hock Group, she will be the point person for all service issues and ensuring our client experience is beyond expectations.
Experience & Expertise
After spending the early part of her career as a partner with a nationally recognized independent investment advisory firm, Lana joined Baird in December 2007, an affiliation that more closely aligned the team with the sophisticated resources her clients have come to expect. In 2014, Lana formed her own team at Baird, The Hock Group, with a focus on comprehensive wealth management for the modern family, small business retirement plan services, and divorce financial planning. Lana has been recognized in the business community and the financial services profession for her success and achievements; she has represented her peers as an authority in media interviews; and she has tirelessly served her clients and her community both professionally and personally.
Experience & Expertise
A new addition to Baird in Arizona, Mark previously worked as an estate attorney and now, as a Senior Estate Planner, brings his expertise to our team as we consult with you on matters of wealth transfer. While he is not a replacement for your personal estate attorney, he can offer tremendous support and advice that could potentially save you time and money when you seek your personal legal counsel.
Job Titles:
- Director of Baird Family Wealth
- Member of the Family Office Exchange
Experience & Expertise
As Director of Baird Family Wealth, Melanie is responsible for the development of HNW and UHNW solutions and resources within Baird Private Wealth Management supporting advisors and their clients. She is passionate about developing long-range strategies critical to sustaining wealth and values over generations. Prior to joining Baird, Melanie was a Managing Director at Abbot Downing where she led a team that focused on large family offices and multi-generational wealth. She has spent the last 25 years working with HNW and UHNW families.
Melanie is a member of the Family Office Exchange (FOX) and the Purposeful Planning Institute (PPI). A published author and thought leader on the topic of family wealth, she is focused on the development of the qualitative aspects of a family's wealth. Melanie earned her Master in Business Administration from Boston University and is a Certified Trust and Fiduciary Advisor.
Experience & Expertise
Michael Wagner has over 20 years of experience in the financial services industry. He believes, first and foremost, in the financial planning process. His focus is on money manager research, tracking and analysis of current investment solutions, and identification of suitable new solutions for the team's clients. As a CERTIFIED FINANCIAL PLANNER TM, Michael also recognizes the importance of planning, and has taken the lead role in our tax planning services and coordination with clients' tax advisors. He coordinates the team's fixed income business and syndicate participation, as well as being responsible for providing education to participants in 401(k) plans served by The Hock Group.
Having spent his entire professional career with our team, Mike has had a long and successful history of in-depth client support, emphasizing on trading, cost basis reporting, compilation of financial plans and account information for our client reviews. He is intimately familiar with our unique processes and best practices, and is a firm believer in our clients come first philosophy.
Job Titles:
- Director of Tax Planning for Baird
- PFS, CFP®, CPWA® Director of Tax Planning