Stephen (or Steve) has called Baird, a privately-held employee-owned company, home for the duration of his professional career; with over 35 years of service to his clients. He holds a Bachelor of Business Administration in Economics, a Master of Business Administration, has earned the designation of CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor (CPWA) and has achieved a Senior Investment Advisor title. However, he feels his best education was the wisdom imparted by his cherished mentor, William (Bill) Schield. Steve’s most favored aspects of his work are getting to know his clients well enough to truly add value to their lives, marked by his passion for the customized management of their unique securities, portfolios and estates.

With a client base that carries a national footprint, the Hoch Haldemann Bane Group operates from Baird’s headquarters in Milwaukee, WI. The group consistently brings value to clients from East to West Coast markets, remaining humbly rooted in their Midwestern upbringing.  Steve and his team thrive on traveling to meet clients wherever they may reside.

Steve is recognized as a FORBES Best-in-State Wealth Advisor from 2018 – 2023 and as a Five Star Wealth Manager from 2009 – 2023.

Steve exudes passion to promote a healthy learning environment for the next generation and has served as a past board member and Treasurer for Urban Day School for 10 years.  He has been active in United Way, UPAF, and served in a leadership capacity with Bel Canto Chorus.

Steve resides in Wellington Florida with his wife, Dr. Anne Z. Hoch, their daughter, Hannah, and their dog Zoe.

Five Star Professional award most recently issued June, 2024. Data as of 9/12/2023 through 03/31/2024. Crescendo Business Services created and conducted the survey. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials. 2024 Forbes/SHOOK Research Best-In State Wealth Management Teams published 1/9/24, data as of 3/31/23. Forbes/SHOOK Research Best-In-State Wealth Advisor most recently published July, 2023. Rankings as of June 30, 2023."

Jennifer (Jen) is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor (CPWA^®) focused on bringing a comprehensive approach to her group’s multi-generational families. She utilizes her expertise in portfolio management accompanied by Estate/Retirement/Insurance planning to navigate clients through their individualized wealth solutions. She joined Baird in 2003, after starting her career at Strong Financial Corp. Jen earned her Bachelor of Business Administration in Finance from University of Wisconsin – Whitewater, and her Master of Business Administration from Marquette University.

Jen is recognized as a FORBES Best-in-State Wealth Advisor 2018 – 2023. She is recognized as a Five Star Wealth Manager 2012 - 2024. The team was also recognized in 2024 by FORBES/SHOOK Research as a Best-In-State Wealth Management Team. Jen was also invited from a select list of Baird women advisors to attend the Barron’s Top Women Financial Advisor Summit in 2015 – 2023. She was ranked a Top Next Gen Financial Advisor with FORBES/SHOOK as well as a Top Wealth Advisor Mom for Working Mother magazine partnered with SHOOK Research in 2017-2020 and Forbes Top Women Wealth Advisors for 2018 & 2020-2023.

Jen has been involved for many years and served as President of the BWA in 2022. Baird’s Women Advisor Council was created to encourage women to join the investment profession in an advising capacity. Jen is excited to champion these efforts and advocate for women aspiring to become Financial Advisors.

Jen enjoys volunteering and has participated at various events/committees within the community such as Junior’s Achievement and The Hope Foundation.  She currently serves on the Medical College of Wisconsin’s Planned Giving Council as well the Board of Directors of Carmen High School Development Organization, Inc. She is a past board member and Board Member Development Chair with the Arthritis Foundation Upper Midwest Region, as well as a past board member of the local Southeast Leadership Board for the Arthritis Foundation. 

Jen lives in West Bend, WI with her husband, Matt, their daughters, Sage & Rayna, and their family dog, Bear.

Five Star Professional award most recently issued June, 2024. Data as of 9/12/2023 through 03/31/2024 . Crescendo Business Services created and conducted the survey. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials.2024 Forbes/SHOOK Research Best-In State Wealth Management Teams published 1/9/24, data as of 3/31/23. Forbes/SHOOK Research Best-In-State Wealth Advisor most recently published July, 2023. Rankings as of June 30, 2023. Forbes/SHOOK Research Top Women Wealth Advisors Best-In-State most recently published February 2, 2023. Rankings as of September 30, 2022. Forbes/SHOOK Research Top Next-Generation Wealth Advisor most recently published July 22, 2020. Rankings as of March 31, 2020. Working Mother/SHOOK Research Top Wealth Advisor Moms most recently published September 29, 2020. Rankings as of March 31, 2020."

Samantha is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor (CPWA), and a Certified Public Accountant (CPA).  Her specialized role on the team services multi-generational families across the country in their individualized financial needs.  Working diligently with clients and their families to prepare comprehensive financial plans, navigate complex tax strategies, and implement family wealth transfer techniques – all tailored to their unique needs and goals. She aims to simplify her clients’ needs through sophisticated wealth solutions.  

Samantha received a Bachelor of Business Administration from University of Wisconsin - Milwaukee.  While earning her degree in Finance, Marketing, and Entrepreneurship, she established her role with the Hoch Haldemann Bane Group in February of 2013.  While continuing her growth in financial planning, she earned her Master of Science in Accounting (MSA) from University of Wisconsin – Milwaukee, leading to her CPA designation.  She recently earned the Certified Private Wealth Advisor (CPWA) designation in 2022.

Given her passion for philanthropic efforts, Samantha served as a past Chair of Baird’s Giving Back to the Community Leadership Team - leading Baird’s annual global volunteering efforts.  Under her leadership, Baird Gives Back week had the highest participation since inception.  She mentors the Baird Scholars Program – a program investing in local youth focused on inspiring the next generation.  She serves on Baird's UW-Milwaukee Alumni Relations team and spearheaded Baird's nomination for the Corporate Partner Award from UWM's Alumni Association in 2018.  She is a Greater Milwaukee & Waukesha County United Way Project LEAD inaugural class graduate, a United Way Emerging Leaders Member, and serves as President of the board for HEAR Wisconsin.  Additionally, Samantha was nominated for United Way’s ‘Philanthropic 5’ in 2019 for her community leadership. 

She resides in Wauwatosa, WI with her husband, Matt; their children, Penelope, Mara and Andrew; and beloved dog, Suter.

Five Star Professional award most recently issued June, 2024. Data as of 9/12/2023 through 03/31/2024 . Crescendo Business Services created and conducted the survey. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials. 2024 Forbes/SHOOK Research Best-In State Wealth Management Teams published 1/9/24, data as of 3/31/23. 

Prior to joining The Hoch Haldemann Bane Group, Amanda supported Baird’s Associate Financial Advice Team as AFAT Team Lead where she worked closely with Baird associates to help them meet their financial planning goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Amanda provides her thoughtful financial decision-making perspective, regardless of the situation.

Amanda joined Baird in 2013 as a PWM marketing consultant. She helped advisors and teams build, brand and market their approach to client service. She also worked closely with the Baird Women Advisors and co-lead Baird’s Firmwide Women’s Segment Marketing initiative. Through these efforts she developed her passion for educating others about their financial well-being.

She earned her MBA from Marquette University and holds the FINRA Series 7 and 66 licenses. She lives in Wauwatosa with her husband, Pete, and their daughter, Claire.

Leah received a Bachelor of Business Administration, majoring in Finance, from University of Wisconsin - Milwaukee in December of 2008. Leah joined the Baird family in 2011 and is FINRA Series 7 and 66 licensed. As a part of Baird’s Private Wealth Management team, she brings enthusiasm in assisting the Hoch Haldemann Bane Group, with their commitment of establishing lasting multi-generational relationships with clients. You will most likely hear from Leah when it is time for a portfolio review or as the warm voice on the other end of the phone ready to assist with anything asked.

In her free time, she enjoys working out at Orange Theory, eating out at all the new restaurants and planning her next world adventure. She resides in Milwaukee, WI with her loving dogs, Bryce and Ginger.

Anne started in the Financial Services Industry in 2000 as a wire operator in an operation department.  She has since moved on to assisting multiple Financial Advisors and their clients for the past 20 plus years.  Anne joined Baird in 2010 and is FINRA Series 7 and 66 licensed.  With the Hoch Haldemann Bane Group, she enjoys building client relationships and servicing their financial needs.  She is the COO of the team, as she ensures all operational needs are met and all aspects of the business continue flowing seamlessly.

Anne lives in Whitefish Bay, WI during the work week, however, over the weekend she retreats to her family farm in the Driftless area outside of Boscobel, WI with her husband, Ron, their children, Quentin and Sophia and their dogs, Mojo and Harley.

Jonah joined The Hoch Haldemann Bane Group in September of 2021. Jonah graduated from the University Wisconsin-Milwaukee with a Finance degree in 2018. After college, he worked at a local bank in mutual fund servicing. Jonah was very motivated to join the Baird family given their reputation in the financial services industry. He brings great enthusiasm to work every day. Not only has Jonah acclimated to his role as a Client Specialist in great strides, but he has become a valued member of the team. Jonah is FINRA Series 7 and 66 licensed.

Jonah resides in Thiensville, WI with his lovely wife Grace, their sons, Brady, Nathan and Jace.