The Team
Schroeder and Associates

Our Advisors

Stanley R Pena

Stanley R Pena

Financial Advisor

More about me...

Contact

stan.r.pena@ampf.com

281.362.1995

Designations

CFP®, CFS®, BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

B.B.A., 1997, General Business. University of Central Oklahoma, Edmond, OK.

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Ryan S Mathes

Ryan S Mathes

Financial Advisor

More about me...

Contact

ryan.s.mathes@ampf.com

281.362.1995

Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

B.B.A., 2008, Finance. The University of Texas, Austin, TX.

VISIT MY WEBSITE

Our Staff

Carole Pooler

Carole Pooler

Client Service Manager
Ashley Clarabut

Ashley Clarabut

Financial Planning Assistant
More about me...

Contact

ashley.clarabut@ampf.com

281.362.1995

Roles & Responsibilities

  • Financial Planning assistant
Brittany Johnson

Brittany Johnson

Financial Planning Assistant
Richard Nichols

Richard Nichols

Financial Planning Assistant