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My promise and obligation are being an advisor in service to others. I am a financial advisor who works with clients by helping them identify their financial objectives and pursue their dreams. My main purpose is service, and this means going beyond the science of finance and investing. I work to understand the ‘why’ and the emotion that drives the economic behaviors of each person I advise. This approach empowers my clients to live the life they deserve through dreaming, planning and doing. A graduate of Indiana University, I earned a bachelor's degree in economics. I have more than 26 years of experience working as a financial advisor, including more than 12 years as a branch and district manager. The experiences I gained in these roles have further established my ability to efficiently and successfully work with clients, supporting them as a financial coach and educating them on how to effect positive changes in their lives. Active in my community, I serve as President of HSE-Fishers Boys Youth Basketball. I initially became involved to encourage my children who enjoyed playing basketball. I continue to serve on the board well past their involvement because of the valuable life lessons that can be taught through sports. I also mentor high school youth on education, business and life decision making, coach AAU boys and girls basketball and serve as an assistant coach for Hamilton Southeastern High School Girls Basketball. I welcome the opportunity to meet with you to learn about your unique situation. To contact me, please visit my website https://schlaferwm.com/contact. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Securities related services may not be available in all states. Please visit our website or contact our office for details.
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