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 received her Bachelor of Science degree in Business Administration from Arizona State University. She is a CERTIFIED FINANCIAL PLANNER™ professional, Charted Financial Consultant (ChFC®) and Certified Divorce Financial Analyst (CDFA®).
Leah is active within her community having served as Chairman of the Board for the Fresh Start Women’s Foundation, President of CASA, President of the Arizona Women’s Board, which is committed to the prevention of kidney disease, and has chaired the Author’s Luncheon. She is also a member of the Women’s President Organization, as Chairman of the Herberger Headliners, benefiting the Herberger Theater. Additionally, she has served on various committees for the Heart Ball supporting the Halle Heart Museum, and was appointed by Arizona Governor to serve as Commissioner for Violence Against Women. Leah has been honored as a Community Leader by Trends Magazine, and named Woman of the Year by Phoenix Little Theatre in 2005.
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.
Bachelor of Arts Degree, University of Washington
Master of Business Administration, Arizona State University
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
Licensed Insurance Agent
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
Pete is a CERTIFIED FINANCIAL PLANNER™ professional who joined Baird in 2013 from the Vanguard Group where he was a part of the business development group. He worked with retail and institutional clients in a consultative sales position, assisting clients and prospects with portfolio construction, asset consolidation, small business retirement plans, and complex retirement issues. He led the department’s Diversity Committee, and also interned with the Correspondence Compliance team. Pete is spearheading the Hoffman Group’s financial planning process, assisting with investment strategy, and driving marketing for the team.
Before moving to Arizona, he was an Academic All-American and All-Big Ten in basketball at Penn State University, and played 11 years of professional basketball in Europe. Peter graduated with a Bachelor’s of Science degree in finance from Penn State University.
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.