The Team

Schroeder and Associates

Our Advisors

Stanley R Pena

Stanley R Pena

Financial Advisor

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Designations

CFP®, 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

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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.

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Our Staff

Carole Pooler

Carole Pooler

Client Service Manager

Ashley Clarabut

Ashley Clarabut

Financial Planning Assistant

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Roles & Responsibilities

  • Financial Planning assistant
Brittany Johnson

Brittany Johnson

Financial Planning Assistant

Clayton McKenzie

Clayton McKenzie

Financial Planning Assistant