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

Dave joined SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. in September 2018 as a Certified Financial Planner™

Read more

Brennan joined SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. in January of 2022. He has over 7 years of industry experience and is a Certified Financial Planner™. As an advisor with SDW, Brennan focuses on...

Read more

Jon Hogan

Associate Financial Advisor

612-355-4368

Jon joined SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. in August of 2022. He has several years of industry experience and works directly with Steve Dygos. As an advisor with SDW, Jon focuses on comprehensive financial planning for...

Read more

Mike joined SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. in September of 2022. He has several years of industry experience and works directly with Paul Wilson. As a paraplanner with SDW, Mike focuses on comprehensive financial...

Read more