Executive Board

Leah Hoffman, CFP ®, ChFC®, CDFA™

Executive Board Chair
Managing Director, Robert W. Baird &Company

In 2007, after Wealth Manager1 magazine listed Hoffman and Hock, Inc. as one of the top wealth management firms in the country for the seventh consecutive year, Leah, together with the rest of the team made the strategic decision to join Baird. Though individual and team recognitions over the years have reinforced success, Leah and her team believes, “they simply reflect the care, personal attention, and sound financial strategies we provide.”

Experience & Expertise
Leah has more than 25 years of experience managing her clients’ investments and helping them reach long term financial goals. Leah’s areas of expertise include financial and retirement planning, and advanced investment and tax planning strategies. As recognition of her reputation as an industry leader and commitment to client service, Leah was named one of the “50 Distinguished Women in Wealth Management” in the April 2008 issue of Wealth Manager magazine. As well as being named to Barron’s - “Top 1,000 Advisors, State-by-State” annual list on February, 22, 2010.

Education & Professional Designation
Leah received a bachelor of science degree in business administration from Arizona State University. She holds the CERTIFIED FINANCIAL PLANNER® and Charted Financial Consultant (ChFC) certifications, as well as a Certified Divorce Financial Analyst (CDFA) designation. She is a member of the Financial Planning Association and Society of Financial Service Professionals.

Family & Community
Leah has two sons, Jacob and Dylan. She is actively involved in the community including volunteering with her son Jacob at the Boys Team Charity and serving on the boards of Fresh Start Women’s Foundation and the Women’s Board of the Arizona Kidney Foundation. Additionally, she is a member of the Women’s President Organization.

Executive Board List

Lynn Agnello Senior Vice President, Corporate Sales Phoenix Suns	Leah Lewis Community Volunteer
Rebecca Ailes-Fine Community Volunteer	Nancy Loftin SVP, General Counsel & Secrtary Arizona Public Service Company
Betsy Bayless CEO Maricopa Integrated Health System	Lisa Love VP University Athletics Arizona State University
Joan W. Brubacher EVP & CFO iGo, Inc.	Anne L. Mariucci Partner Glencoe Capital
Karen Crotchfelt VP Marketing/Business Development Arizona Republic	Mary K. Martuscelli President & CEO JPMorgan Chase Bank
Lorraine Field Vice President Human Services TriWest Healthcare Alliance	Kim McWaters President & CEO Universal Technical Institute
Delia Garcia Senior Manager of Public Affairs Wal-Mart Stores, Inc.	Jyllene Miller VP of New Business Development Direct Alliance
Mary L. Gillmore, Ph.D. Professor and Director School of Social Work, ASU	Jude Miller-Burke, Ph.D. Executive Coach JAMB Consulting
Tracey Gotsis E.V.P. Marketing & Development Westcor	Leslie Motter Senior Vice President American Express Service Center
Gail Grace President & CEO Camelback Community Bank	Kathy Munro Partner BridgeWest, LLC
Joelle Hadley Founder The Culture Coaches	Annette G. Musa Arizona Regional Manager Comerica Bank
Alicia Harrison Executive VP Wells Fargo Bank Frances J. Haynes Executive VP Lewis & Roca, LLP	Pam Overton Partner Greenberg Traurig, LLP Laura Palmer Noone President Emerita Apollo Group, Inc.
Maria Hesse, Ph.D. Vice Provost for Transfer Partnerships Arizona State University Leah Hoffman Langerman Senior Vice President Robert W. Baird & Company	Pat Petznick Co-Founder Fresh Start Women's Foundation Barbara Ralston President &CEO Fresh Start Women's Foundation

Barbara M. Hoffnagle AGM & CIE, IT & OSS Salt River Project	Deanna Salazar Vice President/HR/Employee Development Blue Cross Blue Shield of Arizona
Fran Ford Jacques Public Affiars Manager General Dynamics C4 Systems	Christine Schaefer Director of Accounting & Reporting PetSmart
Hon. Judith A. Joseph (Ret.) President Civil Solutions, Inc.	Beverly Stewart Co-Founder Fresh Start Women's Foundation
Karlene Keogh Parks President Arnold & Assoicates	Jackie Tatman Owner Leidan Mitchell Salon & Spa
Michelle Kerrick Managing Partner Deloitte Leezie Kim Office of the Governor Janet Kizziar, Ph.D. Psyhological Consultant Eleanore Klein Skymed International Marlene Klotz-Collins Community Volunteer	Mary Upchurch Managing Partner Rockcreek Innovations Theresa H. Vella Partner Taft & Stettinius & Hollister LLP Sherry Willman Director of Operations & Strategy Microsoft Corporation Sue York Chairman Ewing Irrigation Products

Emeritus

Harriet "Hank" Barnes (deceased)

Charter Member

Margi Godfrey-Sawyer

Honorary Members

JoAnn Fitzsimmons
Cindy McCain
Jewell McFarland Lewis (deceased)
Ann Symington

Charter Member/Past Board Chair

Sandy Cowen

Fresh Start Foundations

Our Founders Pat Petznick and Beverly Stewart

Even as young teens, Pat and Beverly wanted to help women, who like their grandmother, suddenly became the sole support of their families. Over the years, the Arizona natives became ardent community activists on behalf of women. In 1992, Pat Petznick and Beverly Stewart were in a position to personally and professionally reach out to women in need. The initial offering was a day of pampering at Rolf’s Salon, then co-owned by Pat, Beverly and Rolf Lohse. The women theorized that a new hair style and personalized make-up were immediate ways to boost one’s confidence and increase self-esteem. Each month 20 women from shelters and social service agencies were invited to “A Fresh Start Day of Beauty at Rolf’s.” This core Fresh Start service remains in place today through Rolf’s Salon as well as through the Self-Esteem Room at the Foundation’s Women’s Resource Center.

Board of Directors

1995, '96 Sandy Cowen
1997, '98, 1999 Barbara Ralston
2000, '01 Marlene Klotz Collins
2002 Michelle Kerrick
2003, '04 Barbara Hoffnagle
2005, '06 Mary P. Upchurch
2007 Becky Jackson
2008, '09 Kim McWaters
2010 Nancy Loftin