Meet our team

Scott SchneidermannScott Schneidermann  CFP Logo

President
sschneidermann@wilkersonwm.com
651.767.1648

 

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.

Oliver Lerner

Oliver Lerner

Client Service Associate
olerner@wilkersonwm.com
651.767.1648

 

 

 

 

Helping people pursue their financial goals has become a real passion of mine. As a client service associate, I am passionate about learning and implementing the strategies that will allow our client to pursue their financial goals.

My career began not far from Wilkerson Wealth Management at our partnership CPA firm, Wilkerson Guthmann, I did not even have to change offices. I joined Wilkerson Guthmann out of college in their tax department. I spent the next five years managing individual and business clients while preparing and reviewing their tax returns. I also provided them with tax strategies and other tax guidance they needed. From single member LLC's to multi-million dollar manufacturing companies, as well as estate, trust and individual clients, I worked with them all. 

Working in the CPA firm of Wilkerson Guthmann has given me the unique perspective and ability to help clients with their tax strategies. Working with Wilkerson Wealth Management now allows me to gain the other financial planning knowledge to help our clients succeed across a more comprehensive set of financial goals and gain financial independence.

In my freetime I enjoy working outside in my garden, coaching youth football and volunteering on boards in my community.


*Wilkerson Wealth Management, Wilkerson Guthmann and LPL Financial are separate entities.