With more than 20 years of experience as a Financial Advisor, I assist individuals, trusts, retirement plans, charitable organizations and businesses, helping these entities with all areas of their investment and planning needs. My process is to fully understand the client’s goals & risk tolerance, implement a comprehensive plan, and then review the results over time. With a belief in superior client service, I have 2 fully registered client associates on the team with me.

I earned a BBA in accounting from the University of Wisconsin–Madison and started my career as a CPA at Deloitte & Touche. Although no longer a practicing CPA, during my tenure there I was involved in auditing, corporate & individual tax, and investment consulting. I have been at Wells Fargo Advisors since 2003 and enjoy the many client relationships I have had the opportunity to serve. I have also obtained the CERTIFIED FINANCIAL PLANNER® practitioner certification and met the requirements to qualify as a sales supervisor/branch office manager (FINRA Series 9/10 registrations). I enjoy golfing and learning about food & wine in my free time.

ESTATE PLANNING STRATEGY

I can work with you and your other professional advisors regarding an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors Financial Network does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax or legal consequences.

RETIREMENT PLAN SERVICES

I offer a range of retirement plans that businesses or self-employed individuals can use, including money-purchase pension plans, profit-sharing plans, defined-benefit plans, traditional 401(k) plans, and safe harbor 401(k) plans. In addition, I provide a variety of financial services to executives and businesses that include stock option exercise and sales programs, executive deferred compensation plans, and investment advice on proceeds from a sale of a business.

BUSINESS OWNER/EXECUTIVE SERVICES

If you’re selling a business, I can assist you with complex investment decisions. Services I provide include stock-option exercise and sale programs, corporate cash management, and investment advice on proceeds from the sale of business.

I am a Senior Vice President and Operations Manager at Schneider Wealth Management, where I have spent the past five years supporting clients and helping ensure operational excellence. I bring 20 years of experience in the financial services industry, having served as both a Client Service Associate and a Principal. This background allows me to understand client needs deeply and deliver thoughtful service at every stage of the relationship.

What I enjoy most about my role is the fast paced environment, as no two days are ever the same. I thrive on managing the many moving parts that keep operations running smoothly, while also assisting with client events and working closely with my team. My favorite part of my job is helping clients from start to finish, beginning with the initial phone call and continuing through coordination with Jim Schneider, Managing Director, and final execution. I take pride in making sure every detail is handled with care.

Outside of work, I enjoy traveling, especially cruising, and trying new restaurants with my husband, Ralph. We also love entertaining friends and family in our home and spending quality time together.

I am a Client Assistant who is passionate about supporting both clients and advisors through thoughtful and detail oriented service. I find deep satisfaction in puzzle solving and helping clients work toward their financial goals, which makes my role both engaging and rewarding

One of my favorite aspects of my job is assisting with account opening and ongoing account maintenance. I enjoy helping make sure that processes are handled accurately and efficiently, allowing advisors to focus on delivering the best possible guidance to their clients. Prior to my current role, I spent nearly two years at Baird working on the Advisory Operations and Trading team, where I developed a strong operational foundation and attention to detail.

Outside of work, I enjoy spending time with friends and family, staying active, and being outdoors in nature. I value balance and enjoy activities that allow me to recharge and stay connected.