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Financial Partnership Through Life Transitions

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of us has experienced the professional treadmill and chosen a path that actually leads to a destination. At The Brown Schroeder Group, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. We believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Who We Serve

Legacy & Family Wealth

Legacy & Family Wealth

Generational planning strategies to pass on your legacy and traditions to the ones you love most.

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Women's Wealth

Women's Wealth

Individualized strategies to ensure your goals are always a priority.

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Young Professionals

Young Professionals

Our thoughtful approach helps establish a good foundation that will support you the rest of your life.

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Business Owners

Business Owners

Besides retirement, tax and estate planning strategies, we can also help guide you through transitioning your business.

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Meet Our Team

Nicole Thomas

Nicole L. Thomas

Assistant Vice President; Registered Senior Client Specialist

608-830-3519

608-830-3550

Richard Rieder

Richard M. Rieder

Assistant Vice President; Registered Senior Client Specialist

608-830-3531

608-830-3550

Our Extended Team

Jaleigh White, CPA, CPWA®

Jaleigh White, CPA, CPWA®

Director of Baird Family Wealth

Scott Grenier

Scott Grenier, CFP®, AEP®, CAP®

Manager, Tax & Estate Planning

Resource Center

Retirement

Retirement

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Market Insights

Market Insights

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Lifestyle

Lifestyle

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