Our Profile

The Hoffman Group’s mission is to serve as strategist and navigator through the journey of wealth management.

The Hoffman Group is an experienced private wealth management team. We are dedicated to offering tailored financial solutions to high net-worth families, business owners and organizations through a unique, consultative process.

By utilizing the vast resources of Baird, we work in partnership with our clients to help create and grow wealth, protect and preserve wealth, and plan and implement the tax-advantaged distribution of wealth both during life and at death.


Leah Hoffman, CDFA®, CFP®, ChFC®

(602) 224-4960
lhoffman@rwbaird.com

Professional Summary
With more than 35 years of experience, Leah Hoffman has managed client investments helping them achieve their long term financial goals. Her areas of expertise include financial and retirement planning using advanced investments and tax planning strategies. Her vast experience also includes developing financial solutions for clients that are working towards retirement, transitioning through divorce, or experiencing some other life changing event.

Education
Bachelor of Science Degree in Business Administration, Arizona State University.

Professional Credentials
1990 - CERTIFIED FINANCIAL PLANNER™ certification
2001 - Charted Financial Consultant (ChFC®)  
2003 - Certified Divorce Financial Analyst (CDFA®)

Community Service
Current Board Member, Past Chairmain - Arizona Women’s Board (AWB)
Chaired AWB Author’s Luncheon
Past Chairman - Fresh Start Women’s Foundation
Presenter for online financial solution courses for Fresh Start Women’s Foundation
Past President – Center Against Sexual Abuse (CASA)
CASA Compassion Award
Past Chairman - Herberger Headliners
Past Commissioner – Violence Against Women, appointed by Governor of Arizona
Past Committee Member - Heart Ball supporting the Halle Heart Museum
Member - Women’s President Organization
Honoree Community Leader - Trends Magazine
Designated Woman of the Year - Phoenix Little Theatre 
 

Accomplishments
FORBES Best In State Wealth Advisor 2019
Barron’s Top 1,000 National Wealth Advisor - 5 Years in a row
Bloomberg's Top Wealth Management Firm - 7 Years in a row
Founded Advisory Firm 1989-2007
Wealth Management Magazine's Fifty Distinguished Women - 7 Years in a row 
Phoenix Business Journal's Premier Wealth Advisor - 3 Years
Baird's Chairman's Club 
Baird Financial Advisory Council 
Baird 1919 Club Member
Baird Conferenece Guest Speaker
Honored by Baird - 11 Years in a row
Vistage Member - 3 Years
Former Wealth Management Information Radio Host (KFNN Phoenix)
Guest speaker at Women and Money workshops



Caralee H. Allsworth, CFP®

(602) 224-4962
callsworth@rwbaird.com

Professional Summary

Caralee Allsworth brings over 30 years of experience in the financial services industry to her clients. She specializes in guiding families, small business owners, professionals, and retirees in investment, education, retirement, and risk management planning.

For many years, Caralee taught investment classes at Scottsdale Community College and Phoenix College. She also was a faculty associate at Arizona State University and taught Principles of Personal Investing for several years. She still lectures extensively and has appeared on local and national television shows. Caralee has been active in many community organizations. She is the proud mother of two grown sons and five grandchildren: Jackson, Liam, Emerson Caralee, Zadee Grace and Henson.

Education

Bachelor of Arts Degree, University of Washington
Master of Business Administration, Arizona State University

Professional Credentials

1982 – FINRA Series 7 & 63: General Securities Representative Examination
1987 – CERTIFIED FINANCIAL PLANNERTM certification
1998 – FINRA Series 65: Investment Advisor Examination
1998 – FINRA Series 24: General Securities Principal Examination

Community Service

Past President – Latin American Art Alliance
Past President – AWEE (Arizona Women’s Education and Employment)
Past President – Planned Parenthood of Central and Northern Arizona Board of Directors
Past President – Center for New Directions (Arizona Displaced Homemakers)
Founding Board Member – Phoenix City Club
Valley Leadership Graduate – Class III
Peggy Goldwater Award Recipient – 1992 Planned Parenthood Ball
Past Board Member – Charter 100, University Club, Tumbleweed, Phoenix Community Center
Past Docent Chairman – Phoenix Art Museum
Past Trustee – Planned Parenthood of Central and Northern Arizona

Anthony Culotta

Senior Client Specialist

Anthony earned his Economics and Business Administration degrees from Illinois State University in 1994. He has since acquired several industry licenses, including the FINRA Series 7, 9, 10, 63 and 66.

With 20 years of experience in financial services, Anthony understands what is expected of a strong financial partner. Throughout his career, he has leveraged his proactive approach and easy communication style to always focus on excellent service delivery. As a primary contact and Senior Client Specialist for The Hoffman Group he coordinates the day-to-day service experience for the team, acts as liaison between clients & advisors, and plays a primary role in managing the Hoffman Group’s operations.

Kristy Kostner

Client Assistant

With over 25 years of experience in business administration in the finance and accounting industry, Kristy understands what is expected of a strong financial partner. Throughout her career, she has leveraged her proactive approach and constant attention to detail to continually focus on excellent service. As the first point of contact and Client Assistant for The Hoffman Group she coordinates the day-to-day service experience for the team, acts as liaison between clients and advisors, and plays a supporting role for the Hoffman Group’s operations.

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