In 2002, Mr. LaCroix joined Cleary Gull from A. G. Edwards where he had extensive asset management consulting and portfolio management experience. Previously, Mr. LaCroix worked for Marshall & Ilsley Corporation, holding various client-oriented positions for over 25 years. As part of the M&I Capital Markets Group, he managed the merger/acquisition advisory service for small- and medium-sized private companies. He also worked with the private equity team in designing entrepreneurial-sponsored leveraged and management buyouts. Earlier in his career, Mr. LaCroix was responsible for national and local corporate banking relationships.
He has served as a member of the Archdiocese of Milwaukee Investment Committee, as a Trustee for the Village of Shorewood, and as Director/Treasurer of Milwaukee Summerfest. Mr. LaCroix earned an MBA and a BBA in finance from the University of Wisconsin.
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.
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 CPA’s where he has served on the personal financial planning committee.
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. 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 is a Certified Financial Planner™ professional.
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 enrolled in studies to become 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.
Ms. Small 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.