Financial Advisor | Private Wealth Management
Director | The Hock Group | Baird
After spending the early part of her career as a partner with a nationally recognized independent investment advisory firm, Lana joined Baird in December 2007, 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 owner solutions, and divorce financial planning.
Lana is a two-time graduate of Kansas State University, where she earned her Bachelor's Degree in Business Administration early in her career and then returned to her alma mater to earn a Masters Degree in Personal Financial Planning in May 2025. As part of that program, she also received Graduate Certificates in Financial Therapy and Advanced Financial Planning.
She is a CERTIFIED FINANCIAL PLANNERTM professional (CFP), 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.
Throughout her career, Lana has received numerous awards for business success and community involvement. Her current passion is fulfilled through her board leadership of The FACE Foundation, a San Diego based organization that has partnered with veterinarians and animal welfare supporters like herself to provide financial grants for animal owners who are unable to afford the cost of their pet's emergency or critical care. Lana's love for this cause runs deep as she intended to pursue a career in veterinary medicine before finding her gift as a financial advisor, now offering wealth management to veterinarians and animal lovers across the country. She also supports the local chapters of the American Veterinary Medical Association in Southern California, Arizona and Colorado, providing expertise and continuing education on financial topics to their members.
She and her husband spend time in both Scottsdale, AZ and San Diego, CA, along with their current canine companion, Sasha Banks, a rescued American Staffordshire Terrier (pitbull breed,) adopted from Baja Animal Sanctuary in Rosarito, B.C., Mexico. 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
Website: www.thehockgroup.com
LinkedIn: https://www.linkedin.com/in/lanahock/
Divorce is a financial inflection point, not just a legal one and wealth managers need to be part of the process from day one
The industry keeps investing in better tools. The real opportunity is getting advisors to actually use them.
When wealth spans generations, the toughest challenges aren’t about markets or tax codes- they’re about people. In this insightful piece, Lana E. Hock, CFP®, ChFC®, CDFA®, QPFC reveals how intentional philanthropy can become a powerful “training ground” that engages heirs, aligns family values, and strengthens multigenerational wealth stewardship.
Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth pressures rise, advisors are rethinking traditional planning models to better reflect how clients actually make financial decisions.
