In 2002, combining his passion for helping others with his knowledge in financial planning, Todd opened Schneider Wealth Management, LLC.
Todd concentrates on 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 him to help protect and preserve the retirement assets of hundreds of clients throughout the United States.
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.
As an independent insurance agent, Dan strives to find the carrier that is the best fit for you. He is able to search the top insurance carriers to find the best coverage, for the premium, with home, auto, and commercial insurance coverage.
He commits not only to finding the best fit for the client but also to continuing 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.
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 who is relocating for the 12th time.”
Paul Blight is a seasoned sales and marketing professional with over 15 years of 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 in 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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