Schoeppler Wealth Group

Do you ever wonder how you will generate income in retirement?

Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


Advisors

Brandon Schoeppler

Brandon Schoeppler

Private Wealth Advisor

Visit Brandon Schoeppler's website
Mitchell Meurlott

Mitchell Meurlott

Financial Advisor

Visit Mitchell Meurlott's website
Michele Stahl

Michele Stahl

Financial Advisor

Visit Michele Stahl's website

Team

Sydney Manna

Sydney Manna

Client Service Manager,

Client Relationship Manager
Christopher Musso

Christopher Musso

Business Development Manager,

Marketing Specialist
Pedro Tonietto

Pedro Tonietto

Investment Specialist

Melissa Bombara

Melissa Bombara

Client Service Coordinator,

Marketing Consultant

Roles & Responsibilities

  • Assist the financial advisor(s) in managing and organizing office workflow and daily business operations.
  • Manages client appreciation events, client correspondence, and helps in the implementation of a unique client experience.
  • Responsible for general office maintenance, tasks, and ad hoc requests to ensure a well-run office that delivers a client focused experience.
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Linda McCorkle

Linda McCorkle

Client Service Manager,

Business Development Director

Roles & Responsibilities

  • Assist Financial Advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates our practice.
  • Provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
  • Performs additional practice management tasks relating to client service, ad hoc requests, and coordinates business-as usual projects.
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