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
President
Ken Schmocker is the president of Schmocker Financial Services. He has been in the industry for over 45 years. His expertise includes financial planning, retirement, estate, investment, and insurance management.
With his bachelor of science degree from the University of Wisconsin-La Crosse, Ken has built this business from day one and has been recognized as Forbes Best-in-State Wealth Advisor*. Other professional designations include Chartered Financial Consultant® and Chartered Life Underwriter®.
Ken prides himself in being a family man both at home and in the office. Outside of the office, you can see Ken traveling, spending time with his family, out golfing, or on his boat in the summer. He also can be found bowling or playing pickleball with friends.
*The 2019 ranking of the Forbes' Best-in-State Wealth Advisors(1) list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology(2) that Forbes developed in partnership with SHOOK Research is available by visiting http://bit.ly/Forbesmethodology2019. (1)This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are/will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. (2)Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
Andy Tengblad
Financial Advisor
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 through 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.
Outside of the office: Andy can be found spending quality time with his family traveling, hunting, fishing, or watching his kids’ sports games.
Marc Bertram
Operations Manager
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 his Juris Doctor and bachelor of science degrees from the University of Minnesota.
Joel Dettwiler
Financial Advisor
Joel serves as a financial advisor for Schmocker Financial and works with individuals, families, and businesses in all areas of financial planning. Joel is also a Chartered Special Needs Consultant (ChSNC®) and specializes in helping clients build financial plans that navigate the financial options, legal tools, and government programs that come with living with, or caring for someone with, a disability. As part of this service, Joel founded the Quantum Group in 2018 (www.quantumplanners.com).
Prior to financial advising, Joel spent 15 years 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, the Down Syndrome Association of WI La Crosse Board, the La Crosse Autism Foundation Board, the YMCA Inclusion of La Crosse, and the North American Squirrel Association.
Residing in La Crosse, Wisconsin, 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.
Daniel Odenbach
Financial Advisor
Dan Odenbach serves as the business consultant, retirement specialist, and business executive strategist for the Schmocker Financial Group. With over 12 years of experience, Dan serves personal wealth planning clients and business executives in building strategic financial plans for retirement, family wealth transfer, group benefits, and business succession.
Dan holds education and leadership degrees from the University of St. Thomas, the University of Wisconsin-La Crosse, and Marion University. Additionally, Dan maintains his Charter Leadership Fellow (CLF) certification from the American College.
Making his home in Holmen, Wisconsin, with his wife and five children, Dan and his family love everything active, outdoors, and athletic.
Mike Myers
Financial Advisor
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. Mike’s areas of expertise are retirement planning, planning around pensions, investment and tax planning, and estate and life insurance planning, while emphasizing financial goals.
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.
Outside of the office, you can find Mike with his fiancée and new puppy in the La Crosse area.
Angela Dittmer
Financial Planning Coordinator, FPQP™
Angela Dittmer joined Schmocker Financial in 2015. Angela focuses half of her time assisting advisors with our financial planning software. The other half of her time is focused on the growth and success of the firm, which includes looking at ways to enhance the client experience, improving the use of the technology available to us, and supporting the office and advisors as a whole. In 2017, she earned her FPQP designation. She also received a bachelor of science degree from the University of Wisconsin–La Crosse and an associate degree from Chippewa Valley Technical College in Eau Claire, Wisconsin.
Outside of work, Angela enjoys spending time with family and friends, traveling, and following a lot of Wisconsin sports teams. She loves the Badgers, Packers, Bucks, and Brewers and thinks it would be a lot of fun to travel to away games during retirement.
Heather Asp
Senior Client Services Assistant
Heather Asp has been an administrative assistant with Schmocker Financial for over five years and in the insurance and securities field for eight years. She received her bachelor’s degree at the University of Wisconsin–Platteville, majoring in business administration-applied management with a minor in music.
Heather grew up in Cochrane, Wisconsin, and relocated to La Crosse, Wisconsin, in 2012 with her husband. Outside of the office, you will see Heather with her husband and two boys traveling, camping, or in the La Crosse community. In any spare time she has, Heather is working on planning some sort of event/party for friends or family, probably with music in the background.
Cheryl Fischer
Client Service Assistant
Cheryl Fischer recently joined Schmocker Financial as an administrative assistant after working in the customer service field for over 25 years. Cheryl received an associate degree in business from Western Technical College here in La Crosse.
Outside of work, Cheryl is often found cooking, crafting, and enjoying the outdoors. Cheryl enjoys traveling the U.S. with her family, especially with her amazing granddaughter.