Each of our advisors has extensive personal and professional experience. They hold various professional designations, and qualified representatives are licensed and registered to sell a variety of investment and insurance products.
Ken Schmocker is President of Schmocker Financial Services and has over 40 years in the industry. With his expertise, insights and understanding of the industry, Ken keeps clients well-informed and engaged throughout their financial lives.
Ken’s expertise includes financial planning, retirement and estate planning, and investment and insurance management. He also specializes in working with business owners and retirees.
His professional designations include a Chartered Financial Consultant® and Chartered Life Underwriter®. Ken received a Bachelor of Science degree from the University of Wisconsin – La Crosse.
Andy Tengblad is a financial advisor for Schmocker Financial who strives to bring clients a real world understanding of their financial goals. Through experience, industry knowledge, and commitment to personal service, Andy will help to guide clients though their financial journey.
Prior to joining Schmocker Financial in 2015, Andy was President of ACT Wealth Management, as well as working for a well-known national financial firm. He attended the University of Wisconsin Stout.
Andy’s areas of expertise are retirement planning, working with small business owners, estate and life insurance planning, and developing a goal-based financial plan for clients.
Marc Bertram has been with Schmocker Financial Services since 2008. His expertise at the firm includes coordination of investment management and research, client support, and firm operations and administration.
Before joining Schmocker Financial, Marc was an executive and business owner in the office technology industry. He also practiced corporate law for a large midwestern law firm.
Marc received Juris Doctor and Bachelor of Science degrees from the University of Minnesota.
Joel Dettwiler has been a Financial Advisor since 2016. He has earned a Chartered Special Needs Consultant (ChSNC) designation from the American College of Financial Services and practices as a Special Needs/Disability Planning Consultant. Joel is also the founder of Quantum Group SNP at www.quantumplanners.com.
Prior to financial advising and founding of the Quantum Group, Joel spent 20 years playing and coaching college football. Many volunteering hours over that time with people with disabilities led to a sense of gratitude and responsibility to those who were not afforded the same opportunities. Joel serves with the Disability Action Network (DAN) Board, Down Syndrome Assoc of WI La Crosse Board, La Crosse Autism Foundation Board, YMCA Inclusion of La Crosse, and the North American Squirrel Association.
Residing in La Crosse, WI with his wife and two daughters, Joel and his family enjoy boating, hiking, volunteering and enjoying all the great businesses and community events that the city of La Crosse has to offer.
Mike Myers is a financial advisor with Schmocker Financial who helps guide clients to reach their goals through ongoing financial planning. His approach aligns various areas of finances with your goals and dreams, while being proactive with the changes that life may bring your way.
Before entering the industry, he attended the University of Wisconsin La Crosse and graduated summa cum laude with a Bachelor of Science in Finance and a minor in Accounting.
Mike’s areas of expertise are retirement planning, planning around pensions, investment and tax planning, estate and life insurance planning, while emphasizing financial goals.