Who We Are
Our Team
Our mission is to help our clients and their families achieve their financial goals. We take a personalized approach to helping each client fulfill his or her unique vision for retirement, education, charitable and other interests.The Schwemlein Wealth Management Group is honored to have been named a Forbes 2023 Best-in-State Wealth Management Team.
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John Schwemlein
Executive Vice President / Wealth Management, Branch Manager
Clare M. Schwemlein-Brownfield, AWMA®, CEBS, CFP®, CLTC®
Executive Vice President / Wealth Management, Financial Advisor
Seth M. Ash, CFP®, ChFC®, CRPC®, AWMA®, CLTC®
Vice President/Wealth Management, Financial Advisor
Tammy Ashworth
Branch Operations Assistant
Leanna Crago
Private Client Associate
Betsy Montgomery
Private Client Associate
Awards
Forbes Best-In-State Team 2024
The Schwemlein Wealth Management Group Named to Forbes Best in State Wealth Management Teams List
Forbes 2023 Best-In-State Top Wealth Advisor List
Clare Schwemlein Named to Forbes 2023 Best-in-State Top Wealth Advisor List
Forbes 2023 Best-In-State Top Wealth Management Teams List
The Schwemlein Wealth Management Group Named to Forbes 2023 Best-In-State Top Wealth Management Teams List
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
