Milwaukee-based investment advisory and financial planning firm McCarthy Grittinger Financial Group LLC has named two new partners: Matthew Miler CPA, CFP and Jacqueline Schneider, CFP.
Miler has worked at MG Group since 2012 as lead tax director and a member of the investment committee. He previously worked for 10 years in Deloitte Tax LLP’s private client advisor group. Miler is a certified public accountant and a certified financial planner. He holds a bachelor’s in accounting and management from Luther College.
Schneider joined MG Group in January 2005 and serves as director of financial planning. She develops, evaluates and presents various aspects of the financial planning process to clients and serves as a relationship manager for many of MG Group’s valued clients. Schneider holds a bachelor’s in business administration-finance from the University of Wisconsin Milwaukee and a certificate in business administration from Mount Mary College. She previously worked in the banking industry.
“Matt and Jackie will strengthen our service offerings and deepen our valued client relationships,” said Scott Grittinger, managing partner. “Matt will also bolster our tax expertise and capabilities. We continue to build a talented and quality team and are committed to a solid business plan which keeps the proper care of our clients – first and foremost.”
