Our Team

Our Team

Tom Lawless, CFP®, CRPC®

Managing Partner | Financial Advisor

Financial advisor for 31 years.

  • Arizona State, bachelor of science, cum laude, 1988
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor℠
  • Married to Carol (1989), with two children

Born and raised near Chicago, Illinois.

Enjoys travel, hiking/trail running, and photography.

Michael Schroeder, CFP®

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 series FINRA Series 7, 24, and 63 securities registrations. He earned his finance degree from Arizona State University.

Personal
Mike has “almost a native” status, having moved to Arizona with his family as a child in 1975. He loves experiencing Arizona’s diverse scenery (usually on his mountain bike) as well as traveling with family and friends. He and his wife, Gina, were married in 1995. They have two sons, Luke and Sam, and too many dogs. 

Michael Passante, CFP®, ChFC®, CLTC

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.

Staci Gaiser

Registered Paraplanner

Staci is a registered paraplanner and Chartered Retirement Planning CounselorSM (CRPC®) with 23 years of experience in the financial services industry. She is skilled in portfolio management, financial planning, life insurance, asset management, and investment strategies. She is a strong finance professional, with a BA focused on graphic design from the University of Northern Iowa.
 
She was born and raised in Iowa and attended the University of Northern Iowa, where she was active in the Gamma Phi Beta sorority, serving as house manager and president before graduating in 1991. After graduation, she met and married her husband, Steve, and they lived in Mason City, Iowa, until relocating to Mesa, Arizona, in 2005.
 
Staci and Steve have two children and three grandchildren. She is a self-published author and enjoys spending her free time writing, traveling, and, above all else, spending time with her family and two German shepherds.

Terry Rascon

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.

Olivia Gutierrez

Operations Associate

Gina Schroeder

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.