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."