ROBIN A. SCHAA
Robin joined Ledge Wealth in June of 2013 as client service coordinator, and has become an invaluable addition to our team. Her role has evolved from being the friendly voice that greets clients to preparing and knowing all the details needed for client meetings. Robin enjoys getting to know each of our clients and their families, understanding their complex needs and playing an active part in helping them reach their goals. Robin has recently received her series 65 allowing her to have a more active role in processing client trades as well as engaging in the financial planning process with our wealth managers and clients.
Robin graduated with a Bachelor of Science in finance from St. Cloud State University in 2012. She also has nine years of finance related experience as an account manager at a nationally recognized receivables management firm.
Robin grew up in Lakeville, MN and currently lives in Sartell with her husband, Jeremy, and two daughters, Kennedy and Olivia. Robin and Jeremy moved to Central Minnesota to attend college and quickly made the St Cloud area their home. They enjoy volunteering at their children’s schools, attending their children’s activities and spending time with friends and family.
Sandra joined the Ledge Wealth team as a Client Service Associate in November of 2017. She works closely with our Senior Advisors in a variety of capacities that help them provide the best experience possible for clients. She offers daily support by actively meeting the account servicing needs of our clients. She also prepares and assists in client review meetings and the financial planning process.
Sandra comes to us with 15 years of client service experience in the financial services industry where she obtained her MN life and health insurance license, along with her Series 6 and 63 licenses.
Sandra lives in Sartell with her husband, Scott, and son, David. When not at one of her son’s activities, she enjoys running, watching movies, and most recently, has taken up gardening. She also enjoys spending time with family and friends.