Schroeder Wealth Advisors | Our Team

Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients

Ryan Mathes, CFP®, APMA®, BFA™

Ryan Mathes, CFP®, APMA®, BFA™

Financial Advisor

ryan.mathes@theswa.com

Ralph Schroeder, CFP®, CLU®, ChFC®, MS, APMA®, BFA™

Ralph Schroeder, CFP®, CLU®, ChFC®, MS, APMA®, BFA™

Financial Advisor

ralph.schroeder@theswa.com

Stan R. Peña, MPAS™, CFP®, CRPC®, APMA®, AWMA®, ABFP®, CRPS®

Stan R. Peña, MPAS™, CFP®, CRPC®, APMA®, AWMA®, ABFP®, CRPS®

Financial Advisor

stan.pena@theswa.com

Clayton C. McKenzie, CFP®, APMA®,CRPC®, ABFP®

Clayton C. McKenzie, CFP®, APMA®,CRPC®, ABFP®

Financial Advisor

clayton.mckenzie@theswa.com

Stephanie Rodriguez

Stephanie Rodriguez

Financial Planning Assistant

stephanie.rodriguez@theswa.com

Amanda Gary

Amanda Gary

Financial Planning Assistant

amanda.gary@theswa.com

London Johnson

London Johnson

Financial Data Analyst

London.Johnson@theswa.com

Loren Gregory

Loren Gregory

Client Service Specialist

Loren.Gregory@theswa.com

William Lynch

William Lynch

Paraplanner

281-292-2383

william.lynch@theswa.com