PROFESSIONAL PROFILE
Chris Schneck, Assistant Vice President, Wealth Management Advisor, and Certified Special Needs Advisor, is originally from Larned, Kansas but has called Mesa home since 1960. After 22 years in banking, Chris joined Merrill Lynch in 1995 and has specialized in Wealth Management for individuals, families, and small institutions. He manages 401k and other retirement plans as well as non profit organizations. Chris has been a member of the firm’s Executives Club and Winners Circle.
Chris is involved with many civic activities including working with the; MARC Center, The Mesa Hohokams, Mesa United Way, Arizona Project Challenge, and The Arizona Commission for the Deaf and Hard of Hearing. He is also active within his church. Chris attended Arizona State University where he received his degree in Business Administration. Chris lives in Mesa with his wife Susan, daughter Morgan and son Eric.
The Schneck Group focuses on their client’s priorities; retirement, investment, estate, and college planning. Many other alternatives are available including; mortgages, business financial services, and banking resources.
Martha “MO” Cortez, who often is the first point of contact, is The Schneck Group’s Client Associate. Martha has been with Merrill Lynch for 17 years and has worked with Chris since 2000. She provides excellent service and advice to their clients.
Having grown their practice through referrals, The Schneck Group is known for providing prudent investment direction, giving superior service, and bringing piece of mind to their clients.
The Schneck Group believes in a disciplined process, designed to work with the different pieces of your financial life; creating building and protecting your wealth.