Jerry Schwaller

Michael's appointment as Director of Planning and Investments for Jerry's team is a significant addition, bringing with him a wealth of experience and expertise. With a background in Finance and Banking from Buena Vista University and active participation in collegiate athletics, Michael possesses a unique blend of discipline, teamwork, and strategic thinking.

With over a decade of experience in data analytics, Michael is adept at navigating the complexities of banking and business management. In his new role, he will leverage industry tools and resources to enhance the team's capabilities in building and updating comprehensive financial plans. His focus will be on analyzing investments, monitoring holdings, managing trading portfolios, and processing asset transfer. His contributions are set to drive strategic growth and innovation within the team, offering clients robust and insightful financial solutions.