Alexandria Bakka is a financial advisor at Hoff Private Wealth with five years of industry experience and holds a Series 65 license. She has worked at Hoff Private Wealth since 2019 and previously held roles at Corey Fleisner, Northwestern Mutual Investment Services LLC, Daniel Hoff, Hoff Brothers LLC, and Victoria’s Secret. Alexandria is also licensed for Life & Health Insurance sales and occasionally assists with application processing without receiving separate compensation. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based investment approach with a range of asset classes and tailored allocations.

Daniel Hoff is a financial advisor with Hoff Private Wealth in Wausau, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2016 to 2019 and has been involved with Hoff Brothers, LLC since 2016. Hoff serves as a board member of the Lake Wausau Association and holds ownership interests in several private businesses, including a non-financial services company and investment property entities. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting services to individuals, corporations, foundations, and employee benefit plans. The firm uses a Modern Portfolio Theory-based investment approach combined with fundamental, technical, and cyclical analysis, implementing portfolios with a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and real estate funds.