- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- APMA® Accredited Portfolio Management Advisor℠
- CRPC® Chartered Retirement Planning Counselor
What you can expect when you work with me
At Schroeder Wealth Advisors, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:
· 1:1 financial advice based on your goals and needs.
· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
· Regular meetings to review your goals, progress and investments.
· Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.
YEARS OF EXPERIENCE
* Baseball & Sand Volleyball
* Hunting & Fishing
* All Kinds Of Travel