Tony Schneider adds his passion for serving others to the Oak Wealth Advisors team.
In addition to supporting the client service efforts in the office, he is pursuing the CFP® designation via coursework at Northwestern University.
Tony sought out Oak Wealth Advisors as the place he wanted to work after searching among fiduciary financial advisory firms in the Chicago area. As one of three siblings with special needs, he grew up in a family that received support from many organizations over the years. To now have the opportunity to serve others in a support and advocacy role brings him great satisfaction.
Tony’s initial role will be supporting all areas of client service as he gains experience and develops into a senior consultant. In his second week at Oak Wealth Advisors, he has been nominated for Employee of the Month. This recognition set the record for the quickest nomination in company history.
Outside the office, Tony resides in Glenview, IL. In his spare time, he enjoys volunteering, exercising, golfing, stand-up comedy, and is an NBA aficionado.
We look forward to integrating Tony into our firm. He can be reached at (847) 945-8888 and at firstname.lastname@example.org