Your Relationship Manager (RM) serves as the point person for your relationship with Cleary Gull. RMs are responsible for the on-going monitoring and discussion of your financial goals and are available to help with all of your planning needs.
Peter F. Schumacher, CPA - Vice President, Relationship Manager Telephone: 414.291.3866/800.544.9811
Mr. Schumacher first joined Cleary Gull playing a key role as Investment and Retirement Consultant. He contributed his comprehensive financial and estate planning background to his role as consultant to pilots and high-net-worth individuals. Prior to joining Cleary Gull, he spent 20 years with Marshall & Ilsley Corporation, with most of his time at M&I Financial Advisors and M&I Wealth Management. In addition to working as a financial advisor he had various leadership positions including regional manager, business line director & national sales director. He thoroughly enjoys meeting and working with people to ensure they are implementing the right steps to achieve their financial goals. Mr. Schumacher earned a Bachelor of Arts degree in accounting from Carthage College in Kenosha, WI. He is a Certified Public Accountant, and a member of the Wisconsin Institute of CPA's where he has served on the personal financial planning committee. He is also a Registered Investment Advisor Representative.