Stroot, Schumer & Associates

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.


Advisors

Scott Stroot

Scott Stroot

CRPC®, CKA®

Private Wealth Advisor

Franchise Owner
Visit Scott Stroot's website
Luke Schumer

Luke Schumer

CFP®, CRPC®

Financial Advisor

Visit Luke Schumer's website
Lillie Naomi Pearo

Lillie Naomi Pearo

CDFA®

Financial Advisor

Visit Lillie Naomi Pearo's website

Team

Valerie Black

Client Service Manager

Qualifications

  • St. Cloud State University, B.S. Degree, Finance
  • Series 7 License
  • Series 66 License
  • Minnesota State Insurance License
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Julie Mohs

Client Service Associate

Qualifications

  • St. Cloud Technical - Accounting Degree
  • Previous Experience: 25 plus years in the 401(k) industry as a Client Service/Operations Manager at Ascensus & Goldleaf Partners
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Kathryn Bymark

Marketing Manager

Qualifications

  • University of Minnesota, B.A. Degree, English
  • Previous Experience: Advertising and Sales, Lake Country Journal Magazine
  • Divisional Manager, Herberger's
  • Advertising / Account Rep, Mesabi Daily News
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