With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.





Team

Amy S Schneider

Amy S Schneider

Client Service Coordinator

Qualifications

  • Bachelor of Arts in Communication, College of St. Benedict

Roles & Responsibilities

  • Administers client communication • Schedules client meetings • Assists with new client onboarding • Assists with rollovers & 3rd party paperwork • Manages unique projects • Maintains licensing
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