Prior to joining Cleary Gull, Mr. Allison’s investment experience began with Northwestern Mutual, building his own financial planning practice. In addition to running his practice, he worked in several leadership positions, mentoring new advisors to help them build their own practices.
Mr. Allison earned his BS in Kinesiology from University of Wisconsin- Madison and is a Certified Financial Planner™ professional.
Prior to joining Cleary Gull, Mr. Brooks attained 13 years of investment experience while managing client relationships in the greater Milwaukee area at Kemper Securities, Northwestern Mutual and Strong Investments. More recently, he worked for Vision Investment Services, Inc., in Rosemont, Illinois, as Assistant Vice President, focusing on Business Development and Account Management for the firm’s existing bank clients.
Mr. Brooks earned his MBA and BBA in Finance from the University of Wisconsin-Milwaukee and is a Certified Financial Planner™ professional.
Prior to joining the Private Client Group, she worked as an analyst in the Investment Banking group at Cleary Gull where she was responsible for research and analysis and actively contributed to executing merger and acquisition transactions for middle market companies.
Mrs. Gruber received a Bachelor of Arts degree in Commerce, Organizations, and Entrepreneurship from Brown University where she was also a member of the NCAA Women’s Ice Hockey team.
Bob has over 16 years of industry experience working for firms in the Milwaukee area including Merrill Lynch, Northwestern Mutual, JP Morgan and Cleary Gull Inc. He began his career providing financial advice to wealth management advisors by helping improve their trust and advisory services. Over the last six years, Bob has used his financial planning experience to help individuals and families plan for and enjoy their retirement years.
Mr. Schneider earned his Bachelors of Business Administration from St. Norbert College and has earned Certified Financial Planner™ and Retirement Income Certified Professional® designations.
He first joined Cleary Gull playing a key role as Investment and Retirement Consultant. He contributed his comprehensive financial and estate planning background to his role as consultant to high-net-worth clients. Prior to joining Cleary Gull, Mr. Schumacher spent 20 years with Marshall & Ilsley Corporation, with most of his time at M&I Financial Advisors and M&I Wealth Management. In addition to working as a financial advisor, he had various leadership positions including regional manager, business line director and national sales director. He thoroughly enjoys meeting and working with people to ensure they are implementing the right steps to achieve their financial goals.
Mr. Schumacher earned a BA in accounting from Carthage College. He is a CPA and a member of the Wisconsin Institute of Certified Public Accountants (WICPA) where he has served on the personal financial planning committee.
As a Relationship Manager, Mr. Williams serves as a point person for your client relationship at Cleary Gull Advisors. He is responsible for the on-going monitoring and discussion of your financial goals. Mr. Williams enjoys helping clients accomplish their various financial goals and building long-term relationships.
Prior to joining Cleary Gull Advisors, Mr. Williams was a Financial Advisor with Northwestern Mutual for five years, where he worked with clients to learn about their financial and personal needs and to create a strategy with the goal of achieving their objectives.
A native of Pittsburgh, Mr. Williams played three years of collegiate ice hockey. He earned his Bachelor of Science in Finance from Indiana University of Pennsylvania. Mr. Williams is currently pursuing his Certified Financial Planner™ designation.