Forward Family | October 24, 2022
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Aaron Schneider has joined the Forward Investment Services team as a Financial Advisor based in Medford. He will be working with the team responsible for advising clients in using investment tools to reach their unique goals.
Schneider spent a summer on the Forward Bank team as a Credit Analyst Intern in 2021 as he studied for his Bachelor’s in Finance degree from the University of Wisconsin – Eau Claire. He enjoyed the culture at Forward and began talking with the Investment Services team leading up to graduation in December of 2021. Recently Schneider achieved his Series 7 and 66 licenses allowing him to provide investment services to the marketplace. He joins a select group holding these licenses in Central Wisconsin.
Schneider is a native of Stanley, Wisconsin and enjoys hunting, hiking, traveling and spending time with family and friends on the water.
“There is a welcoming energy that Forward has toward our clients, communities and employees that is so special to be a part of,” commented Schneider. “I have the great benefit of learning best practices in client care from the best in our area and will be supported by a team that has become friends.”
“Aaron has represented Forward well from his days working in the Credit Analysis area through his transition process into Investment Services,” said Scott Wucherpfennig, Vice President of Investments. “He is a fine example of recognizing talent early in the process and helping them find their ideal role with Forward. I’m certain our clients will enjoy working with Aaron for many years to come.”