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, CFP®, BFA™, CRPC®, APMA®, AWMA®,ABFP®, CRPS®

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

Financial Advisor

stan.pena@theswa.com

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

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

Financial Advisor

clayton.mckenzie@theswa.com

Finlay Booth

Finlay Booth

Paraplanner

finlay.booth@theswa.com

Stephanie Rodriguez

Stephanie Rodriguez

Financial Planning Assistant

stephanie.rodriguez@theswa.com

Amanda Gary

Amanda Gary

Financial Planning Assistant

amanda.gary@theswa.com

Alina Fedorov

Alina Fedorov

Financial Data Analyst

Alina.Fedorov@theswa.com

Ashley Owens

Ashley Owens

Financial Data Analyst

Ashley.Owens@theswa.com