Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Michael Schneider

Michael Schneider

Associate Wealth Adivsor

Michael graduated from the University of Wisconsin – Milwaukee in 2015 with a Bachelor’s degree in Business Administration - Finance.  After graduation he started his finance career at Capital Credit Union where he advised members in improving their financial situations.

The financial planning industry has always been an interest to Michael and it became more apparent when he worked at Capital Credit Union. He realized how he could add value to people’s lives by working with them on improving their finances, both in wealth accumulation and debt reduction.

Michael joined Summit Planning in January 2018 and is excited to be a part of a team who cares deeply about their clients in every aspect of their lives. Michael is an Associate Wealth Advisor and has his Wealth Management Specialist Certificate. He is currently studying for his CERTIFIED FINANCIAL PLANNER™ certificate. 

Michael likes being outdoors in his spare time. He is passionate about hunting, fishing, boating, snowmobiling, and anything sports related. He also enjoys volunteering with high school baseball and helping kids who have a desire to play baseball at the college level. While attending UW-Milwaukee he played four years of Division I baseball.  Michael is a current member of the De Pere Kiwanis. 

 

Phone 920-884-9000
Fax 920-884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck