In 2002, combining his
passion for helping others with his knowledge in financial planning,
Todd opened Schneider Wealth Management, LLC.
Todd specializes in building custom tailored retirement plans while providing asset protection from market volatility, minimizing tax liability and maximizing multi-generational wealth transfer for clients.
Todd's holistic approach to upholding a "gain and retain" philosophy has enabled Todd to help protect and preserve the retirement assets of hundreds of clients throughout the United States.
Client Services & Operations Manager
Laurie is responsible for the smooth management of the office. She
is responsible for ensuring that all our clients needs are met.
Laurie greets everyone with a smile and works with Todd to run and manage the Schneider Wealth Management Team.
When Laurie isn't working with Todd, she's spending time with their
two girls and helping out in the community.
Home, Business & Auto
As an Independent
Insurance Broker, Dan will find the carrier that is the best fit for
you. He is able to search all of the top insurance carriers to find
the best coverage, for the premium, with Home, Auto and Commercial
He commits to not only finding the best fit for the client year one,
but to continue to truly review the policies every year. He will
adjust the client's placement if needed based on that client's
changing needs, carrier change in premium, carrier change in
coverage, or any reason that no longer makes the initial selection
the best selection going forward. He will work to find your best
solution every year, so you do not have to.
Life Insurance Specialist
As an Independent Life Insurance Broker, Doug brings 19 years
experience to the Schneider Wealth Management Team.
His main role is to review all client Term and Cash Value Life
Policies to verify they are meeting your current needs. He also reviews all
policies to ensure the correct beneficiaries and owners are listed
on the policies - according to your estate plan.
He commits to review, annually, the future viability of current
policies - to make sure they are meeting your financial goals.
As a full-service mortgage broker, Chuck offers Conventional, FHA,
VA & Jumbo Loans. He expedites and closes all loans quickly.
Additionally, he has the ability to broker loans that may not fit
his criteria to a vast amount of outside lenders, giving him more
flexibility in getting loans approved and funded.
We understand the vital role that our real estate community plays in
our continued economic development in our local and national economy
and we strive to always give the same generous support that we
Family Man, Husband, Father & Business Professional who is one
dedicated individual you want on your team when purchasing a home.
Residential and Luxury Home Specialist
Southlake, Colleyville, Grapevine, Westlake, Keller, North Richland Hills & Trophy Club
Tommy is a diligent real estate ally for either sellers or buyers in the Dallas/Fort Worth area of Texas.
Tommy is our go to person to verify you are receiving the optimal value when selling your home and spending the least amount possible when buying a home
Tommy is committed to making sure clients with Schneider Wealth Management are treated like family. Tommy says, "It is about the client and helping families, whether it is a first-time home buyer or the executive that is relocating for the 12th time."
Commercial Real Estate Specialist
Paul Blight is a seasoned sales and marketing professional with over
fifteen years experience in the real estate industry. He will go
above and beyond the call of duty to make sure all your commercial
transactions are successfully completed. He understands that earning
your complete satisfaction is what defines our company.
He has been successful establishing and maintaining effective and
long-term relationships with clients. His commitment and willingness
to provide value, honesty, and quality customer service, are some of
the true strengths he brings to his clients.
Paul continues to build a strong contact network through local
memberships in NAIOP, CREW, TREC, NTCAR, REFEA, SCR, NT CCIM, CIB,
DREM, Southlake Executive Forum, and others.