Micah Schroeder

    Focus: Insurance Strategies, Retirement Strategies, Charitable Giving, Investment Strategies, College Funding Strategies

    Languages: English

    With a strong background in building trust and client relationships, Micah finds it a natural fit to help clients develop a financial strategy to achieve their goals. He enjoys educating clients about the tools and solutions available when discussing family and retirement strategies. With the knowledge he has gained throughout his years in financial services, Micah welcomes the opportunity to develop a strategy that fits the exact needs of his clients. This passion for helping people get and stay on track to meet their financial strategies is what drives his work ethic.

    Micah enjoys a very active lifestyle and spends a lot of his free time hunting and fishing. He is also a huge fan of local sports teams, and loves playing competitive softball. He is a native of Watertown, Wisconsin, and currently resides in Wauwatosa with his loving wife Rebecca and daughter Mackenzie and Morgan.

    See Micah’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Micah

    Summit Street Wealth Management

    Satellite Office

    1300 Summit Ave., Suite 203
    Oconomowoc, WI 53066