Karen Schneider, RICP®, AAMS®, is the managing partner and Retirement Income Certified Professional at One Financial Group. Karen also serves as the Branch Manager and is the lead advisor on One Financial’s Investment Policy Committee.
Since opening One Financial in 2015, Karen has significantly impacted the direction and growth of the firm. She is a leader, a role model, and a supporter. Karen brings over 40 years of experience to the team and considers herself a lifelong student of the financial industry.
Her specialty is retirement planning. Karen is passionate about helping people transition through life’s major events such as retirement, family growth, divorce, and death. She strives to give clients encouragement to work towards their dreams and the financial confidence to live them on their own terms.
After many years of living single, Karen found her husband, Dan, and they make their home in O’Fallon. She jumped into Dan’s ready-made family of 4 grown daughters and 6 grandchildren. Besides spending time with her family and grandchildren, Karen especially enjoys cooking and spending time with their empty-nester friends.
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Raymond James is not affiliated with the above organizations and/or charitable causes.
Amy is a Financial Advisor with Raymond James. While focusing her business on her clients’ individual financial objectives, Amy believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Amy apart.
Amy is dedicated to managing and assisting with the preservation of wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Amy works hard to enhance and help preserve your investments, while assisting you in realizing your goals through long-term financial solutions using retirement planning including IRAs, 401(k)s), estate planning, 529 education savings plans, cash flow analysis and more.
A native of O’Fallon, Missouri, Amy graduated from Maryville University with a Bachelor of Science in Business Administration. Amy is a CERTIFIED FINANCIAL PLANNER™ professional and also maintains insurance licensing with the State of Missouri in property/casualty, life and health insurance.
She is a member of the O’Fallon Chamber of Commerce, Greater St Charles Chamber of Commerce and Little Black Book of Women. When not working, Amy enjoys spending time with her four kids and rescue dog Finley, reading crime novels and singing with her church group. She joined One Financial Group and Raymond James in 2015.
One Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Investment products are: Not deposits. Not FDIC or NCUA insured. Not guaranteed by the financial institution. Subject to risk. May lose value.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Client Service Administrator
Shannon has been a valuable addition to the team at One Financial and has an eye for detail for every project she handles. Shannon serves as your Client Service Administrator and is the glue that holds the team together.
She comes from a medical background, which makes assisting you with your personal data in a professional, confident manner second nature. She will help you get situated in the One Financial family.
She is also a Notary Public* and is available to help you with numerous service requests from distributions and beneficiary updates, to changes in your contact information.
Shannon makes her home in Lincoln county with her husband and four children. She really enjoys helping people and gets a thrill when you are fortunate financially. When working with One Financial, you’ll get to know Shannon well.
*Notary public services are not offered or affiliated with Raymond James.