The Schneider Wealth Management Team

Todd Schneider
Founder/ Senior Advisor

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.





 

Laurie Schneider
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.




 

Dan Kilkenny
Home, Business & Auto Insurance

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 Insurance Coverage.

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.
 

Chuck Weaver
Mortgage Specialist
NMLS #351812

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 consistently receive.

Family Man, Husband, Father & Business Professional who is one dedicated individual you want on your team when purchasing a home.


 

Tommy Pennington
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."

 




 

Paul Blight
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.






 

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