David Schedler has been a key member of the Legacy team since we started our business in 2004 as a senior relationship manager. David’s strong financial planning and investment skills enable him to provide critical insight and sound advice to clients seeking a more sophisticated, dynamic approach to investment management. He holds a BBA in Business Management from the University of Wisconsin-Eau Claire. He has in excess of twenty-five years of trust and investment management experience, having previously served as a Senior Account Advisor at Bank One and Regional Manager of Employee Benefit Services at Associated Trust Company.
David enjoys a variety of sports and outdoor activities, particularly golf, running and bicycling. Having once run competitive track, he now challenges himself on day-long bicycling trips covering more than 80 to 100 miles to various destinations with a promise of a nice meal and enjoyable conversation.
David’s engaging, approachable style, when combined with his thorough understanding of investment strategy and planning solutions, provides a potent combination for clients that desire a more strategic approach to portfolio management. Conceptual and creative when developing solutions for his clients, David is also able to clearly articulate his thoughts and recommendations so clients achieve the degree of understanding and satisfaction they deserve.
Supporting David and the rest of the investment management department is Nicole T. Jones, Investment Operations Officer. She provides support to investment and trust operations and coordinates daily trading activities. Nicole holds a BS from the University of Wisconsin – Oshkosh. She has over 10 years of trust experience and also has a background in business law from a prior employer. Nicole is meticulous when reviewing important reports and performing her daily activities and is a valuable asset to the investment team. Nicole can be reached by phone at 920.967.5038.