Broker Check
Stephen Hoch, CFP®

Stephen Hoch, CFP®

Managing Director | Senior Investment Consultant

Steve has called Baird, a privately-held employee-owned company, home for the duration of his professional career; with over 34 years in service to his clients. He holds a Bachelor of Business Administration in Economics, a Masters in Business Administration, has earned the designation of CERTIFIED FINANCIAL PLANNER™ professional, and has achieved a Senior Investment Advisor title.  He feels his best education, however, was the wisdom imparted by his cherished mentor, 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 Group operates from Baird’s headquarters in Milwaukee, WI. The group consistently brings value to clients from East and West Coast markets, remaining humbly rooted in their Midwestern upbringing.  Steve thrives on traveling to meet clients wherever they may be, while leveraging today’s technologies which allow his group to efficiently execute on all aspects of work for their clients.

Steve is recognized as a FORBES Best in State Wealth Advisor from 2018 – 2022 and as a Five Star Wealth Manager from 2009 – 2022.

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.