Meet our team

Scott SchneidermannScott Schneidermann  CFP Logo



As a CERTIFIED FINANCIAL PLANNER, CFP® I draw upon the entirety of my experiences to assist individuals and business owners pursue their financial goals.

My interest and curiosity in money and finances is lifelong. Before I entered kindergarten, I was sorting the silver coins out of the money drawer in our family drive-in restaurant. Working on the family farm taught me various aspects of running your own business. On the farm, I began to learn about the connections in our financial markets locally and around the world.

I started my career as a Certified Public Accountant, CPA with PricewaterhouseCoopers. Corporate accounting roles at Target and Regis Corporation gave me a thorough understanding of Wall Street and corporate banking. Subsequent Chief Financial Officer positions with smaller companies exposed me to the complexities of the small business world.

My desire to work with and help individuals and small business owners led me to transition to the wealth management world more than a decade ago.

Whether it relates to my early years of learning how a small business operates, coaching my children's sports teams, or the information gained from financial exercises and problem solving – these life experiences help me to create individual client strategies – from basic to complex. 

Thank you for visiting. I would appreciate the opportunity to meet you and review how my experience and approach would be valuable for you, your business and your family.