Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Brandon Schoeppler, Forbes Best-in-State Wealth Advisors, 2019, 2022
  • Brandon Schoeppler, Forbes Top Next-Generation Wealth Advisors, 2018, 2020, 2021
  • Brandon Schoeppler, Ameriprise Circle of Success, 2018, 2019, 2020, 2021
  • Detlef Michael Schoeppler, Ameriprise Circle of Success Diamond Ring, 2007, 2009, 2011-2015

Community participation