Using numbers to solve problems makes me happy. Whether that is as an engineer in a factory, running a business unit for a Fortune 500 company or sifting through a stack of statements to determine alternatives to help reach a client's goal, the process is soothing to me. The more complex, the better – I have been known to get goose bumps when a person shows up with a disorganized stack of papers in a plastic bag!
I believe my role is to understand what is important to you, and then create a strategy tailored to your precise needs, empowering you to be a co-creator of the plan and then partnering with you to help keep you on track, especially when the goal inevitably changes along the way.
My team includes Christine Lind and Judy Hutton, who combined have over 35 years of experience in the industry. We use an established 5-step process to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life.
My home team includes my husband, Brad, and our three teenage children. When we are not working, you might see us sweating on the soccer fields, ducking errant volleyballs or enjoying the snow in Colorado. I enjoy canning the abundant produce my family and clients grow, and if you're lucky enough to come to our office for your strategy session, you might find yourself taking home a jar of deliciousness.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Charitable Giving
My Personal Interests
- Health & Nutrition
- Personal Fitness
Phone NumberTammie L Schroeder at (515) 243-9112
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