For over 16 years Greg Schroen has been helping people develop comprehensive financial programs:
• To prepare for retirement
• To invest and protect assets
• To maximize wealth
• To save money on taxes
• To insure loved ones are provided for
• To understand and use financial tools
The financial professional you want to work with: knowledgeable, capable and caring
Greg Schroen is knowledgeable and experienced in a wide range of investment disciplines and practices, Using sophisticated wealth building strategies and techniques, he helps clients navigate tough market environments and make sound financial choices. Greg Schroen believes in providing individualized service, hands-on guidance and customized planning to enable each client to understand, and become comfortable with financial tools and concepts. Above all, Greg provides outstanding customer support and a full range of financial, retirement and tax services representing the best products from the best companies in the industry.
A dedicated financial professional, Greg participates in various independent professional associations that require adherence to professional codes of ethics and a commitment to continuing professional education. He devotes considerable time and effort to educational seminars, regional product-provider conferences, annual Firm Element trainings, and Regulatory Element trainings. Active in professional and community organizations in Austin and throughout Central Texas, Greg has served as president of the Austin chapter of the National Association of Accountants. He is treasurer of a Municipal Utility District and is also immediate past president of a non-profit professional association.
Prior to becoming an independent financial/investment professional, Greg worked in the corporate world for over 15 years, holding titles such as senior financial analyst and senior systems analyst. His former employers include Dell, Motorola and Texas Instruments. He owns a growing tax practice and holds a B.S. in Finance and an M.B.A. from the University of Connecticut.