Our Team
Meet Jeff & Gabriel Schneiss
Jeff J. Schneiss
Founder, Financial Advisor
Ask Me About…
- Investments, insurance, and tax efficient strategies
- What I enjoy outside of work
- My kids and grandkids
- The mileage I put on my vehicle annually!
About Jeff
Hi, I’m Jeff! I am the Founder of Schneiss Financial group.
I have been in the investment industry since 1986 and have partnered with clients since, working hard to create confidence and results for my clients as we’ve weathered good times and bad. My broad-based experience allows me to act as a consultant on most financial topics, and it would be my honor to engage with you.
Have investment, insurance, or tax questions? Please reach out. We don’t bite!
Gabriel P. Schneiss
Partner, Financial Advisor
Ask Me About…
- Investments, finances, retirement, insurance, etc.
- My wife & I’s Hobby Farm
- My favorite state I’ve been to
- My favorite golf course (not my handicap, please!)
About Gabriel
Hi, I’m Gabriel! I’ve been working in the investment industry since 2016 with a degree in Business Administration – Emphasis Finance.
My mission is to partner with you in a collaborative way to accomplish all things surrounding money that are important to you. I do so by looking at all angles of your financial picture. Using our firms catchphrase, Know X3 (Know what you own, Know where we are, Know who you are) I believe your experience at our firm will be akin to a bespoke suit: unique to you, high in value, and rich in quality.
Questions? Never hesitate to reach out. We don’t bite!
Investment Committee
Jasen Dahm, CFA®, CPA
TAG Invest
About Jasen
Jasen is Managing Director of TAG Invest, our investment management strategic partner.
In that role he is responsible for working with us to design our investment management process. He consults financial advisors on asset management, tax planning, liquidity management, and advanced case design. His prior experience includes running an asset management program, accumulating and managing over $1.1 Billion. He is also author of the Amazon best selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement
The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.
TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.
Mark Kelly, CFA®
TAG Invest
About Mark
Mark is a Case Liaison for TAG Invest, our team directed investment management service focusing on tax management, expense reduction and risk management. In this role, he is responsible for the development of our investment management processes and consults with financial advisors on asset management, liquidity management and advanced case design.
Mark has seven years of experience in the financial services industry, most recently supervising the asset management division of an independent financial planning firm. He has also worked in relationship management and brokerage operations for an independent broker-dealer’s home office.
Mark is a graduate of Drake University in Des Moines IA, majoring in Finance and International business. He also holds the designation of Chartered Financial Analyst.
The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.
TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.
Check the background of investment professionals on FINRA’s BrokerCheck.