Team

Experienced Team Of Financial Advisors

At SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS, we’ve taken great care to ensure you have a tremendous amount of experience and expertise working for you on a daily basis. With a minimum of over 14 years experience in financial services and industry-leading credentials, our advisors strive to deliver top-tier advice on all of your financial needs. We are dedicated to serving a limited number of investors and provide personalized and responsive service to each client. Because we are an independent Registered Investment Advisory firm, each of us is held to a fiduciary standard at all times. What does that mean for you? That your best interests must come first. Always.

 

Joseph Wm Schwarz, CFA

Founding Principal | CFA® charterholder

612-355-4365

Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC.

Read more

Stephen Dygos is a Certified Financial Planner™ professional, a Certified Private Wealth Advisor® professional, and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC.

Read more

Ben is a Certified Financial Planner™ professional and founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC.

Read more

Paul Wilson has been advising investors for over a decade in all areas of wealth management.

Read more

Katie Davis

Financial Planning Assistant

612-355-4362

Katie joined SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC in the fall of 2013.

Read more

Dave joined SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. in September 2018 as a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM.

Read more