Karen Schneider, RICP®, AAMS®, is the Retirement Income Certified Professional at One Financial Group. She also serves as Co-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. In Spring 2021, Karen officially welcomed Amy Jacezko as her business partner and Co-Branch Manager.
Karen’s specialty is retirement planning; she 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. She has an empathetic ear especially when an unpleasant life event occurs such as a death, job loss or divorce.
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 7 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 Jacezko is a Financial Advisor and Co-Branch Manager with One Financial Group. 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 4 kids and rescue dog Finley, reading crime novels and singing with her church group. She joined One Financial Group and Raymond James in 2015.
Raymond James is not affiliated with the above organizations.
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