Client Service Coordinator
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, who is originally from Lakeville, MN, lives in St. Cloud with her husband, Jeremy, and two daughters, Kennedy and Olivia. They moved to Central Minnesota to attend college and quickly made St. Cloud their home. They enjoy spending time with friends and family, boating, and are in the process of building a new home in Sartell.
Robin graduated with a Bachelor of Science in finance from St. Cloud State University in 2012, having maintained an impressive 4.0 GPA. She also has nine years of finance related experience as an account manager at a nationally recognized receivables management firm.