With more than 40 years of experience in the financial services industry and no plans for retirement, Lisa brings a unique perspective developed through decades of helping families and businesses navigate changing market and economic cycles. Her approach extends beyond investments, focusing on coordinating a more complete financial picture that helps clients make informed decisions with greater confidence. This practical wisdom and extensive experience provide significant value to those seeking trusted financial guidance.

Lisa has most recently been recognized with the following titles and awards:

• Managing Director - The title of Managing Director is reserved for the most successful Financial Advisors who consistently demonstrate the highest standards with regard to production, compliance, Baird citizenship, leadership and overall contribution to the firm and community.
• Certified Private Wealth Advisor^® (CPWA^®) - This is an advanced professional certification that offers the most advanced knowledge and techniques to address the sophisticated needs of high-net worth individuals, families, and business owners.
• Five Star Wealth Manager for 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 as a wealth manager who satisfies their 10 objective and evaluation process. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent.
• 2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams
• 2025 FORBES Top Women Wealth Advisor Best-In-State

Lisa is a graduate of Texas Tech University, where she earned a Bachelor of Business Administration in Finance. She also attended the Renaissance Charitable Giving Institute in Carmel, Indiana, to further enhance her ability to assist individuals and nonprofit organizations with estate planning and charitable giving strategies.

Lisa has been married to her husband, Armand, for 32 years. Together, they have two married children and are recently welcomed their third grandchild.

Outside the office, Lisa enjoys a wide variety of interests and activities. An avid outdoor enthusiast, she loves spending time camping, biking, skiing, and riding her horse, Lily. Lisa and her family appreciate both mountain and waterfront destinations and enjoy exploring the outdoors whenever possible. She also enjoys hearing about her clients’ adventures and often lives vicariously through their experiences as well.

Lisa and her family enjoy city travel, immersing themselves in local culture, and discovering new restaurants and culinary experiences. Food is one of her passions—whether she is preparing a meal in her own kitchen or dining out with family and friends. She believes food has a unique way of bringing people together and creating meaningful connections.

One of the values Lisa continues to live by comes from her father, who often said, “Families that play together, stay together.” This philosophy remains an important part of her life and serves as a guiding principle for her family today.

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CA Insurance License Number: 0D07805. Resident State: AZ

Investments & Wealth Institute^® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for Wealth Advisors.

2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.

2025 FORBES Top Women Wealth Advisor Best-In-State published on 2/11/25. Rankings based on data as of September 30, 2024.

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2431 Phoenix-area wealth managers were considered for the award; 101 (4% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,286, 97, 4%, 9/1/23, 12/12/22 - 6/30/23; 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13. 

Monica joined The Doche Group in 2024 but has been at Baird since 2021 as a Client Specialist with another high performing advisor team. Having always worked in financial services, she started at Charles Schwab where she was a Brokerage Specialist in their Stock Plan Services Department. In this role, she provided exceptional customer service to employees of large companies who receive equity compensation from their employer. Monica holds her FINRA Series 7 and Series 66 licenses, and is currently working toward her CFP® designation. With this background, she is able to assist clients in the creation of comprehensive wealth management strategies and with an effortless client-centric approach, she aims to create the best client experience possible. Monica graduated from W. P. Carey School of Business at Arizona State University in 2019 with a BA in Corporate Accounting.

Monica is a member of Baird's Paired Associate Liaisons (PALs), a “buddy program” created through our PWM Advisory Implementation Council (AIC) for diverse new hires. PALs is intended to enhance the onboarding experience for diverse associates, ultimately resulting in increased engagement, satisfaction, and retention. Out of the office, Monica enjoys travel, more than most, and has visited six continents and has plans to travel to Antarctica in the near future. She also is a huge "foodie", trying new foods and restaurants is her favorite pastime on the weekends. Monica's dedication to the community, drive to stay active, and keep positivity at the office enables her to be an asset to Baird and the greater City of Scottsdale.

Lanee is a 2026 Summa Cum Laude graduate from Arizona State University. She finished at the top of her degree program while double majoring in Finance and Financial Planning and earning a minor in Economics. During her undergraduate studies, Lanee held multiple leadership roles across campus organizations, including the Chi Omega Women’s Fraternity, Scholars of Finance, and the Economics and Finance Association. She also gained and maintains a close relationship with Make-A-Wish Arizona.

Lanee joined Baird as part of the 2025 internship class and accepted her full time offer to join the Doche Group as an official team member.  Lanee cares deeply about the quality of her work and is excited to join such a high performing team. She is working towards her licensing registrations and training to be a well-rounded resource to all clients.

Lanee is originally from Salt Lake City, Utah but is proud to now call Arizona home. Outside of the office, she enjoys spending time outdoors whether hiking, paddleboarding, rappelling, or just relaxing by the pool as long as the bugs aren't too bad.