SCHMOCKER FINANCIAL - Key Persons
Job Titles:
- Financial Advisor
- Partner
- Financial Advisor, Partner, CEPA®
Andy Tengblad is a financial advisor and partner at Schmocker Financial who strives to bring clients a real-world understanding of their financial goals. Through experience, industry knowledge, and commitment to personal service, Andy will help to guide clients through their financial journey.
Prior to joining Schmocker Financial in 2015, Andy was president of ACT Wealth Management, and, prior to that, started his career with a well-known national financial firm in 2006. Andy is a Certified Exit Planning Advisor (CEPA) and attended the University of Wisconsin Stout, where he met his wife.
Job Titles:
- Financial Planning Coordinator, FPQP™
Angela Dittmer joined Schmocker Financial in 2015. Angela focuses half of her time assisting advisors with our financial planning software. The other half of her time is focused on the growth and success of the firm, which includes looking at ways to enhance the client experience, improving the use of the technology available to us, and supporting the office and advisors as a whole. In 2017, she earned her FPQP designation. She also received a bachelor of science degree from the University of Wisconsin-La Crosse and an associate degree from Chippewa Valley Technical College in Eau Claire, Wisconsin.
Outside of work, Angela enjoys spending time with family and friends, traveling, and following a lot of Wisconsin sports teams. She loves the Badgers, Packers, Bucks, and Brewers and thinks it would be a lot of fun to travel to away games during retirement.
Job Titles:
- Client Service Assistant
- in 2021 As an Administrative Assistant
Cheryl Fischer joined Schmocker Financial in 2021 as an administrative assistant after working in the customer service field for more than 25 years. Cheryl received an associate degree in business from Western Technical College here in La Crosse.
Outside of work, Cheryl is often found cooking, crafting, and enjoying the outdoors. Cheryl enjoys traveling the U.S. with her family, especially with her amazing granddaughter.
Job Titles:
- Business Consultant
- Financial Advisor
Dan Odenbach serves as the business consultant, retirement specialist, business executive strategist, and operations support for the Schmocker Financial Group. With more than 14 years of experience, Dan serves personal wealth planning clients and business executives in building strategic financial plans for retirement, family wealth transfer, group benefits, and business succession.
Dan holds education and leadership degrees from the University of St. Thomas, the University of Wisconsin-La Crosse, and Marion University. Additionally, Dan maintains his Charter Leadership Fellow (CLF) certification from the American College and Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute.
Job Titles:
- Administrative Assistant With
- Senior Client Services Assistant
Heather Asp has been an administrative assistant with Schmocker Financial since 2016, and in the insurance and securities field for eight years. She received her bachelor's degree at the University of Wisconsin-Platteville, majoring in business administration-applied management with a minor in music.
Heather grew up in Cochrane, Wisconsin, and relocated to La Crosse, Wisconsin, in 2012 with her husband. Outside of the office, you will see Heather with her husband and two boys traveling, camping, or in the La Crosse community. In any spare time she has, Heather is working on planning some sort of event/party for friends or family, probably with music in the background.
Jeffery Koschkee has recently joined the Schmocker Financial team as an administrative assistant. Before being an employee with the firm, he had a background in housing titling and property management. Jeffery is currently finishing his bachelor's degree in accounting through the University of Utah online.
Jeffery grew up in Middleton, Wisconsin, before moving to the La Crosse area in 2013. When he is out of the office, Jeffery enjoys hiking, fishing, and traveling. He is also a big fan of the Wisconsin Badgers and the Green Bay Packers in the fall, but when it comes to baseball, he loves the Atlanta Braves.
Joel Dettwiler serves as a financial advisor for Schmocker Financial and works with individuals, families, and businesses in all areas of financial planning. Joel is also a Chartered Special Needs Consultant (ChSNC®) and specializes in helping clients build financial plans that navigate the financial options, legal tools, and government programs that come with living with or caring for someone with a disability. As part of this service, Joel founded the Quantum Group in 2018 (www.quantumplanners.com).
Prior to financial advising, Joel spent 15 years coaching college football. Many volunteering hours over that time with people with disabilities led to a sense of gratitude and responsibility to those who were not afforded the same opportunities. Joel serves with the Disability Action Network (DAN) Board, the Down Syndrome Association of WI La Crosse Board, the La Crosse Autism Foundation Board, the YMCA Inclusion of La Crosse, and the North American Squirrel Association.
Residing in La Crosse, Wisconsin, with his wife and two daughters, Joel and his family enjoy boating, hiking, volunteering, and enjoying all the great businesses and community events that the city of La Crosse has to offer.
Ken Schmocker is the president and senior partner of Schmocker Financial Services. He has been in the industry for more than 45 years. His expertise includes financial planning, retirement, estate, investment, and insurance management.
With his bachelor of science degree from the University of Wisconsin-La Crosse, Ken has built this business from day one and has been recognized as a Forbes Best-in-State Wealth Advisor*. Other professional designations include Chartered Financial Consultant® and Chartered Life Underwriter®.
Ken prides himself in being a family man both at home and in the office. Outside of the office, you can see Ken traveling, spending time with his family, out golfing, or on his boat in the summer. He also can be found bowling or playing pickleball with friends.
Marc Bertram has been with Schmocker Financial Services since 2008. His expertise at the firm includes coordination of investment management and research, client support, and firm operations and administration.
Before joining Schmocker Financial, Marc was an executive and business owner in the office technology industry. He also practiced corporate law for a large Midwestern law firm.
Marc received his juris doctor and bachelor of science degrees from the University of Minnesota.
Job Titles:
- Financial Advisor
- Financial Advisor With
Mike Myers is a financial advisor with Schmocker Financial who helps clients reach their goals through ongoing financial planning. His holistic approach aligns various areas of finances with your goals and dreams while being proactive with the changes that life may bring. Mike's areas of expertise include retirement transitioning, pension strategies, investment and tax planning, and estate and life insurance planning.
Mike attended the University of Wisconsin-La Crosse and graduated magna cum laude with a bachelor of science in finance and a minor in accounting. He also obtained a master's degree in law and financial planning from Regent University while graduating at the top of his program.