Meet Our Clients' Financial Organization Teammate, Robert Schneider
By The Washington Wealth Advisors Team
Delivering exceptional client service is an integral part of our mission. We are thrilled to announce that we have expanded our service team to include Robert Schneider as our Client Service & Operations Associate. Robert's goal is to help ensure our clients remain on track and confident in their ability to be financially organized.
"Our clients are busy and rely on the Washington Wealth Advisors team to help keep them financially organized and on track towards achieving their financial goals," shares our Founder and Managing Partner Maura Schauss. "Robert's approach to service, his care for people and his passion for helping others are definite assets for our client service team," says Managing Partner Todd Youngdahl. "His interpersonal skills and ability to manage many moving parts will greatly serve our clients." In his day-to-day responsibilities, Robert works collaboratively with each client’s respective CFP® Advisor to manage the client service model including communications, client meetings, onboarding, follow up, and document management.
Important WASHINGTON WEALTH ADVISORS DISCLOSURES Information
ABOUT WASHINGTON WEALTH ADVISORS
Washington Wealth Advisors is a fee-only registered investment advisory firm serving busy families, executives, women building wealth, and small business owners. We provide Wealth Advisory Services—financial planning coupled with asset management—guided by a personalized investment strategy based on each client’s unique goals. Our unbiased advice, independent approach, and proactive investment management help to support our client’s overall financial peace of mind.