State Bank of Cross Plains (SBCP) welcomes Christa Schonscheck, CFP®, APMA®, CRPC®, CLTC® as an in-house investment portfolio manager and trust officer.
Schonscheck works in collaboration with the bank’s entire wealth management team to help customize the investing experience and provide local management of funds. In this unique melding of roles, she serves customers both behind-the-scenes through research and fund management and face-to-face through client meetings to answer questions about why specific funds are chosen for individual portfolios.
“I’m very passionate about financial literacy,” explains Schonscheck. “Financial planning requires a dialogue. Everyone at every stage of investing should feel welcome to ask questions and fully understand how the process works. My goal is to analyze the complexities of each unique financial situation, create a strategy, and have a collaborative conversation about the next steps. I want everyone to feel comfortable, included, and empowered regarding their finances.”
Schonscheck not only brings seven years of experience in all areas of wealth management, she has also worked diligently to advance her financial education, recognized as a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), Chartered Retirement Planning Counselor (CRPC®), and Certification in Long-Term Care (CLTC®) professional.
In addition to her work at State Bank of Cross Plains, Schonscheck and her husband own a small business providing pet boarding. She also serves as a volunteer for Lucky Mutts Rescue and competes with her Australian Shepherd in conformation in American Kennel Club, United Kennel Club, and Australian Shepherd Club of America.
“Christa has a great combination of experience, accreditation, and technical ability to perform all the day-to-day back-office work paired with the personality to provide great customer service during interactions with our clients,” shares Mark Drachenberg, CFP®, Vice President and Senior Portfolio Manager for SBCP’s Wealth Management Division. “I’m excited to have someone with her impressive experience and ability on our team!”