Schwarz Dygos Wheeler Investment Advisors LLC

Jon Hogan is a CFP® with four years of industry experience. He is currently with Schwarz Dygos Wheeler Investment Advisors LLC and previously worked at U.S. Bancorp and Ally Financial. Outside of his advisory role, he is a partner and president of Hogan Enterprises LLC, a personal investment club focused on investing in publicly traded securities. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning for individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a range of strategies including fundamental and technical analysis, derivatives, and margin transactions, tailoring asset allocation with customized or model portfolios.

Paul Wilson is a financial advisor at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN, holding a Series 66 credential with 14 years of industry experience. He has worked at Schwarz Dygos Wheeler since 2014 and previously held positions at Fidelity and UBS Financial Services. Outside of his advisory role, Wilson is involved with The National Lutheran Choir as a singer and occasional bass section leader. Schwarz Dygos Wheeler Investment Advisors provides portfolio management and financial planning services to individuals, institutions, and various organizations. The firm utilizes both fundamental and technical analysis and incorporates a range of strategies including derivatives and margin transactions within separately managed accounts.

David Stefl is a CFP® with 14 years of industry experience, currently serving at Schwarz Dygos Wheeler Investment Advisors LLC since 2018. His prior roles include positions at Cambridge Investment Research Advisors, Ameriprise Financial Services, LPL Financial, and Edward Jones. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning to a range of clients including individuals, pension plans, trusts, estates, and charitable organizations. The firm employs fundamental and technical analysis, utilizes various investment strategies including derivatives and leverage, and customizes portfolios using multiple asset types.

Benjamin Wheeler is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008 and previously worked at IDS Life Insurance Company. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning for individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in assets across several hundred client relationships, using asset allocation strategies that include equities, ETFs, mutual funds, and derivatives, with regular portfolio monitoring and formal reviews.

Joseph Schwarz is a CFA® charterholder with 17 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in client assets and employs a range of investment strategies including the use of derivatives and leverage, with a focus on asset allocation and regular portfolio monitoring.

Stephen Dygos is a CFP® professional with 15 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of strategies including the use of derivatives and leverage, with a focus on tailored asset allocation and regular portfolio monitoring.