We are pleased to welcome Scott Schewe to the KerberRose Wealth Management team as a Wealth Consultant.
Scott’s interest in investing began way back in 6th grade when his class participated in a stock market challenge where they were tasked with investing pretend dollars in a company. Scott was hooked after that experience and knew he wanted to spend his life’s work helping others with their money and investments. Prior to joining KerberRose, Scott had spent the last 13 years helping Wisconsin’s public employees plan for their retirement through their workplace retirement savings plan. His goal is to help clients realize that their money and investments are simply a tool to help them achieve a particular goal or the lifestyle they want. Once clients take that mindset, it really helps relieve the fear and angst that many have when it comes to investing.
Scott has a bachelor’s degree in Finance with a Financial Planning Emphasis from the University of Wisconsin – Whitewater. Scott is a CFP® (Certified Financial Planner Professional) and a CRPC® (Chartered Retirement Planning Counselor). Scott holds a Series 65 License along with Wisconsin Life, Variable Life, and Variable Annuities licenses.
Scott lives in the Fox Valley with his wife Mandy and two daughters – Kendall and Brynn. When he’s not busy carting around his daughters to gymnastics, Scott enjoys golfing, deer hunting, and cheering on the Milwaukee Brewers.