Carmen Schuweiler
Retirement Plan Analyst and Relationship Support Manager

Carmen joined SFSI in mid-2016 to oversee our retirement plan client investment and plan review process.  She works with our multiple reporting systems and client vendors to obtain plan-specific information and balance plan financial data, including fee review and benchmarking.  She works closely with Susan and Paul to document watchlist funds for our clients and evaluate replacement funds, when necessary.  Carmen also provides relationship management support and assists with all client deliverables.

Carmen was most recently with BMO Global Asset Management (formerly M&I) holding several roles with her firm since 2006.  She began her career with M&I in Milwaukee in Trust Operations and moved to Minneapolis in 2008 to join the Institutional Trust Services team.  She took on increasing responsibilities in the Trust and Custody Services group as an Account Manager and Trust Officer working to ensure timely and accurate customer processes and reporting.  Her clients were large institutions with custody, trust, defined benefit, and non-qualified compensation plans.

Carmen is originally from southern Wisconsin and obtained her B.A. in Economics and minor in Business Administration from Marquette University in Milwaukee.  She lives in Maplewood and enjoys backpacking and traveling with her husband.

 

  

 

 


 

 

 

Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NV, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.