Lana E. Hock, CFP<sup>®</sup>, ChFC<sup>®</sup>, CDFA<sup>™</sup>, QPFC

Lana E. Hock, CFP®, ChFC®, CDFA, QPFC

Senior Investment Consultant / Vice President

Phone: 602-224-4961
Fax: 602-224-4950
Mobile Phone: 602-705-5570
E-mail:
 

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Experience & Expertise

In June of 2007, Institutional Investor News cited Lana as one of 20 "Rising Stars of Wealth Management."  Later that year, after spending the majority of her career as a partner with a nationally recognized independent investment advisory firm, Lana joined Baird, 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 plans services, and divorce financial planning.  Lana has been recognized in the business community 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.

Education & Professional Designations

Lana is a graduate of Kansas State University, where she earned her Bachelor's Degree in Business Administration. She is a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Financial Consultant (ChFC), a Certified Divorce Financial Analyst (CDFA), and a Qualified Plan Financial Consultant (QPFC). She is a member of the Institute of Divorce Financial Analysts, the National Association of Plan Advisors, the Kansas State University Alumni Association, and the American Mensa Society.

Family & Community

In 2002, Lana was named to the Arizona Business Journal's "Forty Under 40" for business success and community involvement. Her past involvement as chairwoman and board member of the Boys & Girls Club of the East Valley has twice earned her the National Service to Youth Award from Boys & Girls Clubs of America. She also enjoys playing golf, which allows her to support many local charities through tournament play as well as her league participation with Golf for Cause in Arizona and the LPGA Amateur Golf Association in both Phoenix, Arizona and San Diego, California.. She was also recently elected to serve as a director on the board of the San Diego chapter of the LPGA Amateur Golf Association.  She and her husband, Andrew Trujillo, spend time in both Scottsdale, AZ and San DIego, CA, along with their canine companion, Joan Jett, a rescued boxer/pit bull mix.  They are all three avid sports fans and proud Denver Broncos season ticket holders.

"I am a Financial Advisor because I grew up recognizing what a gift wealth is and how it can be used to enrich lives. I want to inspire others to experience the same." -Lana

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered  CFP Logo in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.