Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Jonathan Schomberg, Private Wealth Advisor serving the Brookfield, WI area - Ameriprise Advisors

Jonathan Schomberg

CFP®, CRPC®, AAMS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonathan Schomberg's website

Team

Erica Amenda CFP<sup>®</sup>, AAMS<sup>®</sup>

Erica Amenda CFP®, AAMS®

Financial Planning Specialist

Qualifications

  • CFP®
  • AAMS®

Roles & Responsibilities

  • Investment review and portfolio building
  • Financial planning data entry and calculations
  • Insurance illustrations and applications
  • Practice expense management and compliance tracking
  • Client estate settlement
  • Back office client service
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Leah McCormick

Leah McCormick

Client Service Specialist

Roles & Responsibilities

  • Handle financial paperwork to create and manage client accounts
  • Update website and manage social media content
  • Facilitate meeting preparation
  • Submit paperwork and maintain filing
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Jodi Keltesch

Jodi Keltesch

Client Service Specialist