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®
With more than 30 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.
Bachelor of Science Degree in Business Administration, Arizona State University.
1990 - CERTIFIED FINANCIAL PLANNER™ certification
2001 - Charted Financial Consultant (ChFC®)
2003 - Certified Divorce Financial Analyst (CDFA®).
Current Board Member, Past Chairmain - Arizona Women’s Board and chaired the Author’s Luncheon.
Past Chairman of the Board - Fresh Start Women’s Foundation
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 2005
Past President – Court Appointed Special Advocates (CASA)
Founded Registered Independent Advisory Firm 1999-2007
Top 1,200 Financial Advisors in America – Barron’s Magazine - 5 Consecutive Years
Fifty Distinguished Women in Wealth Management - Wealth Management Magazine for Seven Consecutive Years
Premier Wealth Advisor - Phoenix Business Journal in 2011, 2012 & 2013
The Baird Financial Advisory Council
Toast of Baird Award in 2008, 2009, 2010, 2011, 2012, 2013, 2014 & 2015
Vistage Member 2005-2008
CASA Compassion Award 2016
Former Financial Information Radio Host (KFNN Phoenix)
Guest speaker at Women and Money workshops
Presenter for online financial solution courses for Fresh Start Women’s Foundation
Caralee H. Allsworth, CFP®
Senior Vice President
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
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
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 Lisicky, CFP®
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.
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.
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.