Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Robert Schauer

Robert Schauer

CFP®

Branch Manager

CERTIFIED FINANCIAL PLANNER® professional
Visit Robert Schauer's website


Team

Michelle Maley

Michelle Maley

Client Service Associate

Roles & Responsibilities

  • I have 20 years experience. My responsibility is to assist Rob with his clients needs. I'm the main point of contact for processing distributions, account issues, & scheduling appointments.
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