Micah Schroeder
Financial Advisor
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With a strong background in building trust and client relationships, Micah finds it a natural fit to help clients develop a financial strategy to achieve their goals. He enjoys educating clients about the tools and solutions available when discussing family and retirement strategies. With the knowledge he has gained throughout his years in financial services, Micah welcomes the opportunity to develop a strategy that fits the exact needs of his clients. This passion for helping people get and stay on track to meet their financial strategies is what drives his work ethic.

Micah enjoys a very active lifestyle and spends a lot of his free time hunting and fishing. He is also a huge fan of local sports teams, and loves playing competitive softball. He is a native of Watertown, Wisconsin, and currently resides in Wauwatosa with his loving wife Rebecca and daughters Mackenzie and Morgan.

Also meet our other agents:

Todd Sivak
Director of Wealth Management, VP
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Tim Schlosser
Director of Wealth Management Operations, VP
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Luke Novak
Wealth Management Client Service Specialist
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Lauren Knop
Wealth Management Administrative Assistant
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Jeremy Wenzlow
Financial Planner
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