Michael Schumaker

Background

About Michael Schumaker

As a financial advisor, I enjoy developing long-term relationships centered around building wealth, living generously, and leaving a legacy. We act as a sounding board for our clients, using an established process to bridge the gap between what can be controlled and what matters most. We enjoy learning about our clients' top priorities. I have earned the CERTIFIED FINANCIAL PLANNER™ certification equipping me to assist with complex client needs and collaborate with your tax and legal professionals to formulate tax-efficient investments, retirement income, and estate strategies. When working with individuals and families, I commit to: • Communicating proactively to keep you informed • Organizing your personal finances to help create simplicity • Developing a roadmap for your financial priorities • Identifying and mitigating risks to your strategy I am often introduced to individuals as they approach retirement, change careers, sell a significant asset, or receive an inheritance. I am proud to serve a diverse group of clients across Henry & Putnam Counties as well as multiple states. I particularly enjoy working with clients who have complex financial priorities, actively collaborate with our team, and are advocates of our services. My wife, Jill, and I have a daughter, two sons, and two grandchildren whom we love to spend time with. During my downtime, I enjoy cookouts in our backyard with friends and family and also enjoy playing a round of golf to relax. My Branch Office Administrator is Carolyn Heinrichs, FPQP®, and is a resident of Napoleon. She has extensive experience in customer service and office management. She is committed to delivering the highest level of service to our clients. She's married to Gregg, has raised 3 sons, and have two grandchildren. I'm very lucky to have her as a teammate. We believe the best plan is a comprehensive one that will address and protect all of your top priorities. Call us today to start your initial conversation at For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see