Mark Schumacher

About Mark Schumacher

Originally from Mountain View, CA, I have lived in Lincoln since 2008. My wife, Jennifer, and I have three beautiful daughters, Madison, Brooklyn and Cameron. Our girls remain active through their schools as well as at a dance studio in town. In my spare time, I enjoy camping with my family, hiking in the foothills and exercising. I joined Edward Jones as a financial advisor in 2008, opening the second office here in Lincoln. As a limited partner, I have served in various roles in the firm, including client solutions leader, recruiting leader, financial advisor coach and mentor. In 2014, I was awarded the Client Service Excellence Award. I earned a bachelor’s degree in business administration from the University of Arizona in Tucson. In addition, I have received the CFP®, CPWA®, ChFC® AAMS™ and CRPC™ designations. For me, it is important to remain active the community I serve. I am a member of the Lincoln Kiwanis and currently serve at a K-Kids Advisor at Twelve Bridges Elementary. I also participate as a member of the Placer SPCA Planned Giving Committee as well as the South Placer Estate Planning Council. I am grateful to work along so many fantastic members of our community. My branch office administrator, Jennifer Jessup, has partnered with me for the past five years and brings over 20 years of industry experience with her. She is dedicated to providing you with the highest level of service possible. Please don\'t hesitate to call on her with any questions concerning your accounts. As an Edward Jones financial advisor, I want to understand what\'s important to you. I use an established process to build personalized strategies to help you reach your goals. And we will partner together throughout your life to keep you on track.We look forward to working together! Specialties: Investement Services, Retirement Consultation, Income Planning, and Insurance instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Sep 2008 — Present · Lincoln, CA, US

   I work with businesses and individuals with their long term financial plan to help build, protect, and pass on wealth. Our office offers a variety of investments including: Mutual Funds, Stocks, Insurance, Annuities, and 401(k)s. Our Services include: Portfolio and Retirement Plan Reviews, IRAs, Estate Considersations, and Education Saving Plans.

Education

• College for Financial Planning

  Accredited Asset Management Specialist™ (AAMS™)

• University of Arizona, Eller College of Management

  Business Administration

  2001 — 2005

Skills

• Investments
• Series 7
• Asset Allocation
• Retirement Planning