Certified Financial Planner
or CFP®

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Designation held by Stephen Hoch, Jennifer Haldemann, Samantha Bane, Amanda Ignasiak

Certified Private Wealth Advisor 
or CPWA®

The CPWA Certification is an advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Designation held by Stephen Hoch, Jennifer Haldemann and Samantha Bane

Certified Public Accountant or CPA

The CPA designation distinguishes licensed accounting professionals who offer valuable knowledge and advice on taxes and financial planning. to earn the CPA license, accounting professionals must have extensive education—at least 150 hours—pass a rigorous four-part exam and meet experience requirements.

Designation held by Samantha Bane

Master of Business Administration or MBA

A master of business administration (MBA) is a graduate degree that provides theoretical and practical training for business or investment management. An MBA is designed to help graduates gain a better understanding of general business management functions. An MBA degree can have a general focus or a specific focus in fields such as accounting, finance, or marketing, and relationship management.

Stephen Hoch earned his MBA from Marquette University

Jennifer Haldemann earned her MBA from Marquette University

Samantha Bane earned her MSA-Master in Science of Accounting from University Wisconsin - Milwaukee

Five Star Wealth Manager

Five Star Professional conducts a rigorous research process to identify the award winners in the Milwaukee area. Award-winning professionals were carefully selected from among thousands of wealth managers for the knowledge, service and experience.  Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying selection criteria.

Five Star professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as Milwaukee Magazine to spread the work about award winners. 

Stephen Hoch - Thirteen-year winner

Jennifer Haldemann - Twelve-year winner

Samantha Bane - Second-Year winner

Forbes Best-In-State Wealth Management Teams

Published annually by FORBES, every Management Team —selected by SHOOK Research— based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This prestigious list of top Wealth Management Teams is comprised of firms from across the country and compiled by SHOOK Research.

Awarded to The Hoch Haldemann Bane Group annually since 2023.

Forbes America’s Top Women Wealth Advisors

Congratulations to Jennifer Haldemann for being recognized by Shook Research as a Forbes America’s Top Women Advisor. This recognition celebrates the success of women advisors providing outstanding service to their clients.

Jennifer Haldemann 2018, 2020, 2021, 2022 & 2023

Forbes Best-In-State Wealth Advisors

Published annually by FORBES, each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. This prestigious list of top financial advisors is comprised of firms from across the country and compiled by SHOOK Research.

Awarded to Stephen Hoch and Jennifer Haldemann annually since 2018.

Baird’s Women’s Advisor Council (BWA)

Jennifer Haldemann 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. Jennifer is excited to champion these efforts and advocate for women aspiring to become Financial Advisors.

Baird – Fortune’s 100 Best Companies to Work For

The 100 Best are selected from data compiled by the Great Place to Work Institute, an independent organization that defines a great workplace as one where employees “trust the people they work for, have pride in what they do, and enjoy the people they work with.”
Baird, the employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm has been honored to be on the list for over two decades. The Hoch Haldemann Bane Group feels privileged to call Baird their home.

Baird's Influential Teams Award - 2018

Baird recognizes members of teams who best demonstrate the qualities of a world-class wealth management practice. Winners were selected by Private Wealth Management Leadership based on the following: philosophy and operational approach, business growth, successful adoption of business best practices, structure and generational, diversity composition, community service and performance metrics.

All members – Financial Advisors and Client Specialists – of a winning team received an invitation to the Barron's Top Teams Summit held each year in Las Vegas. They will also receive an award commemorating their achievement. 

The Hoch Haldemann Bane Group was awarded with this honor in 2018!  Steve, Jen, Samantha, Leah and Anne cultivate such an amazing experience for their clients and they accomplish this by acting as a cohesive unit and truly caring for one another.  They are great developers of up and coming talent, and they have a lot of fun along the way.  Congrats to the team!

Baird’s Associate Financial Advisor
All-Star Award -2021

Samantha Bane is a great team player, always finding ways to best support everyone and remain a reliable resource. Serving as an instrumental member of the team and helping to achieve goals, Samantha has remained dedicated to the success of her office, and that is why she is receiving an All-Star Award.

Samantha’s team shares the sentiment that she is devoted to providing the best client experience. Her thoughtful counsel, and inspirational work ethic is admired by those who work alongside her.

In addition to Samantha’s commitment to team growth, she has also committed to her own professional development as she earned her CFP along with her CPA. 

Barron's Advisor Women Summit

The 100 Best are selected from data compiled by the Great Place to Work Institute, an independent organization that defines a great workplace as one where employees “trust the people they work for, have pride in what they do, and enjoy the people they work with.”
Baird, the employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm has been honored to be on the list for over two decades. The Hoch Haldemann Bane Group feels privileged to call Baird their home.