Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BBA, Marketing, University of Wisconsin-Milwaukee

Interests

  • I enjoy running 5k's with family and friends. Especially up north in Door County where I was born and raised.
  • I love to travel and have been to Germany, Switzerland, Spain, Mexico, Hawaii, St. Lucia, London, and Ireland.
  • Getting a good workout in at my Kettlebell gym 3 - 4 times per week
  • Spending time with my family and friends
  • Getting outdoors as much as I possibly can during the summer months
  • Reading
  • Camping

Honored to receive recognition

All of us at Jonathan Schomberg's practice are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire team and the great experience we work so hard to provide for our clients every day.