Tyler Schroeder

Tyler believes great outcomes start with a plan. He works with his clients to aggregate all aspects of their financial lives into a synchronous financial plan that becomes the backbone of all future decisions. Through investment, estate, tax, and insurance consultation, and an adherence to the process, Tyler and his clients possess the preparation and knowledge to weather any market or life event. 

FOCUS AND EXPERIENCE:

Tyler joined Baird in January of 2017 and has partnered with The Brown Schroeder Group, contributing to their more than 60 years of industry experience. Their investment philosophy focuses on a conservative, diversified approach that offers opportunities to capitalize on growth while planning for the ups and downs of the market.. The Brown Schroeder Group believes that the best advice comes from the collaboration of multiple sources and that teamwork is the cornerstone of ensuring high-quality financial outcomes. Their core values of honesty, integrity, and cooperation are what set them apart from the rest.     

BACKGROUND & CREDENTIALS:

Prior to joining Baird, Tyler worked in the retail sector in business management. His time in this sector is where Tyler developed his client-centric mentality. He learned the importance of delivering an exceptional product accompanied with superior customer service. He also learned that knowledge and effort are paramount, and that efficiency can be the factor that sets one apart in today’s fast paced world. Tyler currently holds his Series 7, his Series 66, and his Life & Health Insurance licensing.

Tyler attended the University of Wisconsin-Madison where he earned his bachelor’s degree in Medical Microbiology & Immunology and Biology. He resides in Middleton with his yellow lab Paxton and his new lab puppy, PJ.

OUTSIDE THE OFFICE:

Tyler is involved with United Way’s Middleton Day of Caring, the Middleton Chamber of Commerce, and sat as Treasurer on the Board of Directors for the Friends of the Arboretum.  He also participates in various conservation organizations such as Ducks Unlimited, Pheasants Forever, and the Ruffed Grouse Society.  In addition to spending time with his two dogs and girlfriend, Kendra, he enjoys watching the Packers and Badgers (all teams, especially Volleyball) play, traveling, and all things outdoors!