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.


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Team photo

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Advisors

Robert Schauer

CFP®

Branch Manager

CERTIFIED FINANCIAL PLANNER™ professional
Visit Robert Schauer's website


Team

Michelle Maley

Michelle Maley

Client Service Associate

Roles & Responsibilities

  • I have 20 years experience. My responsibility is to assist Rob with his clients needs. I'm the main point of contact for processing distributions, account issues, & scheduling appointments.
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Laura Mutch

Laura Mutch

Client Service Associate