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Managing Partner | Financial Advisor
Financial advisor for 31 years.
Born and raised near Chicago, Illinois.
Enjoys travel, hiking/trail running, and photography.
Managing Partner | Financial Advisor
Professional
Mike has a passion for helping people plan for, achieve, and enjoy their retirement. He’s been doing so for more than 25 years. In that time, he has developed hundreds of financial plans for clients to help them do just that. He specializes in helping clients develop a sound strategy to build, protect, and maintain their wealth, providing them with lasting income.
In 2019, Mike co-founded Ke Wealth Advisors to further his commitment to providing independent, objective financial advice tailored to each client’s specific needs. He is proud to partner with Commonwealth Financial Network®, which has been setting the standard for excellence among broker/dealers by providing indispensable service to advisors and clients since 1979.
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7, 24, and 63 securities registrations. He earned his finance degree from Arizona State University.
Personal
Mike has lived in Arizona since 1975. He and his wife, Gina, have been married for 28 years. He is the proud father of two wonderful young men, Luke and Sam. Mike enjoys riding his mountain bike, spending time outdoors, and traveling with friends and family.
Managing Partner | Financial Advisor
Michael is originally from Milwaukee, Wisconsin, and has resided in Arizona since 1975. He graduated with a BS in finance from Arizona State University in 1995. He began his career as a financial advisor in 1997 and holds the CERTIFIED FINANCIAL PLANNER™ designation. He has also earned the Chartered Financial Consultant (ChFC®) and Certified Long-Term Care Specialist (CLTC®) designations.
As an active member of the Tempe Diablos Charities, Inc., Michael volunteers his time and energy to several charitable endeavors focused on the betterment of Tempe and the East Valley.
Michael, along with his wife and daughter, reside in Chandler, Arizona. They enjoy spending time with family and friends and look forward to planning their next beach vacation destination. In his spare time, you will likely find Michael planning a relaxing golf getaway or focused on honing his skills for his newfound passion for ice hockey.
Registered Paraplanner
Registered Paraplanner
Terry grew up in a small rural town in Oklahoma. Her ambition and goal was to work in an office environment. She began her career in this industry in 1993 as an administrative assistant. She enjoyed her work and excelled, eventually becoming a financial planning assistant. In 2006, her success with the FINRA Series 7 and 66 securities registrations resulted in the opportunity to become a registered paraplanner, her current position. In her spare time, she enjoys music and spending time with her family and extended family, as well as her dogs, Harvey and Lucy.
Client Relationship Manager
Gina grew up in central Wisconsin. She graduated from UW-Stevens Point with a BA in communication and German in 1990. She was a founding member and president of her sorority and was active in several talent competitions. After graduation, she began working in the insurance industry. In 1993, to escape to warmer weather, she transferred to the Scottsdale location of the company. It was there she and Mike met. They married in 1995 and have two sons, Luke and Sam. In 2000, Gina left the workforce and stayed home to raise the boys. It was only in recent years she began working part-time managing Mike's social media at Ameriprise. She will continue to do so here at Ke Wealth Advisors and expand her responsibilities to include marketing.
In her free time, Gina enjoys interior design, running, music, hosting family dinners, and spending time with Mike and the two boys. She has too many dogs as well.
Registered Paraplanner
Luke is an Arizona native and the eldest son of Mike and Gina Schroeder. He graduated from Arizona State University with a bachelor of science in finance in 2022. After graduation, Luke joined Ke Wealth Advisors and currently holds FINRA SIE and Series 7 securities registration. In his spare time, Luke enjoys fitness, playing guitar, reading, and spending time with family and friends.