Michael Schiek
Executive Director, Private Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(262) 523-8320(262) 523-8320
The Schiek Group at Morgan Stanley
Michael SchiekJames SiddersJohn J Lerose III, CFP®, CIMA®Jeffrey DemichielWende WoznyMaiti QuillYesica Rojo, CFP®Gail Ziegler
Direct:
(262) 523-8320(262) 523-8320
Toll-Free:
(800) 965-4967(800) 965-4967
Our Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
Welcome
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
- Wealth Consulting
- Wealth ManagementFootnote1
- Asset Management
- Cash ManagementFootnote2
- Certificates of DepositFootnote3
- Corporate Cash Management
- Financial PlanningFootnote4
- Fixed IncomeFootnote5
- Lending Products
- Municipal BondsFootnote6
- Professional Portfolio ManagementFootnote7
- Retirement PlanningFootnote8
- SyndicateFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
AWARDS, LICENSES, AND CERTIFICATIONS
Thanks to the unwavering commitment to helping clients and families achieve their investment goals, members of The Schiek Group have been awarded the following industry awards and recognitions:
THE CFP® PROFESSIONAL- John LeRose
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional’s ability in helping clients achieve their goals.
Best-In-State Wealth Advisor-Michael Schiek 2023-2025 and John LeRose 2025
Each year, Forbes Magazine releases a list of hand-selected and ranked advisors. In order to make this list, advisors must be nominated by their firm, researched, interviewed, and assigned a rank by SHOOK Research. Michael Schiek has made the list of Best-In-State Wealth Advisors for the State of Wisconsin for 2023, 2024, 2025 and John LeRose for 2025.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/24.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/24.
Best-In-State Wealth Management Teams - 2023-2025
Forbes has ranked The Schiek Group in the top Wealth Management teams of Wisconsin. This inaugural ranking displays the team's experience and commitment within their community.
202-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
202-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Five Star Wealth Manager 2018-2022 John LeRose
Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five
Star award program is the largest and most widely published award program in North America, covering more than 45 major
markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners
cannot pay a fee to be included in the research or the final list of award recipients.
"2018-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2018-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period. "
Star award program is the largest and most widely published award program in North America, covering more than 45 major
markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners
cannot pay a fee to be included in the research or the final list of award recipients.
"2018-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2018-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period. "
Barron's Top 1,200 Financial Advisors 2008-2013 Michael Schiek
The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.
"2008-2013 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2008-2013). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
"
"2008-2013 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2008-2013). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
"
CRPS® -James Sidders
The Chartered Retirement Plans Specialist℠ , or CRPS® program, is a designation program for financial professionals. This program provides experienced advisors who are focused on retirement plans with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans. Students will be able to effectively administer retirement plans for businesses and their employees.
CIMA - John LeRose
The CIMA® certification program covers five core topic areas and requires that candidates meet all eligibility requirements, including experience, education, examination, and ethics. Applicants must complete five steps to earn the certification.
The CIMA® certification program also requires that certificants complete three certification renewal requirements during each certification renewal period. Those who earn the certification must agree to meet ongoing continuing education requirements and adhere to Investments and Wealth Institute’s Code of Professional Responsibility and Standards of Practice.
The CIMA® certification program also requires that certificants complete three certification renewal requirements during each certification renewal period. Those who earn the certification must agree to meet ongoing continuing education requirements and adhere to Investments and Wealth Institute’s Code of Professional Responsibility and Standards of Practice.
Family Wealth Director Designation - John LeRose
Designated Family Wealth Directors must demonstrate professional knowledge and experience in a range of wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning.
Click here to Learn MoreVALUABLE TOOLS AND RESOURCES
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
Intergenerational Wealth Planning
Wealthy families are more than investment accounts and trusts. They are comprised of people who feel all the affections, fears and resentments that underpin human relationships—here playing out under the stress of dealing with complex challenges that less wealthy families seldom have to face.
Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Click Here to Learn More
Private Banking Group Insights
We understand your needs may evolve as your wealth grows. As a Morgan Stanley client, you have access to Private Banking Group Insights to help you preserve and grow your wealth, now and for future generations. Our team and Private Banker are available to discuss borrowing and cash management solutions to help you manage your wealth.
2023 Tax Tables
This helpful resource outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2023 federal tax tables
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episode
GIC On The Markets Report
Morgan Stanley's Chief Investment Officer, Mike Wilson, drafts a monthly report to talk about a wide range of recent economic developments, both domestically and internationally.
Click here to access the most recent report
Addressing Cybercrime
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn how to detect hacking
Tax-Efficient Investing
Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.
Tax-Smart Strategies for RetirementReserved Offers
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Browse The Latest Reserved OffersOUR TOOLS TO SUPPORT AND HELP PROTECT YOUR FINANCIAL PLAN
Our comprehensive suites of digital tools are designed to help enhance every aspect of your financial life. This will allow you to view your financial plan, while also safeguarding your personal information.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth ViewCybersecurity
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll in eDelivery
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Digital VaultLocation
20975 Swenson Drive
Suite 300
Waukesha, WI 53186
US
Direct:
(262) 523-8320(262) 523-8320
Toll-Free:
(800) 965-4967(800) 965-4967
Fax:
(262) 523-8333(262) 523-8333
411 E Wisconsin Ave
Suite 2200
Milwaukee, WI 53202
US
Direct:
(414) 226-3118(414) 226-3118
Meet The Schiek Group
James Sidders
First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(262) 523-8354(262) 523-8354
Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst, Portfolio Management Director, Executive Financial Services Director, Financial Planning Specialist, Lending Specialist, Family Wealth Director, Workplace Advisor - Equity Compensation
Jeffrey Demichiel
Assistant Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(262) 523-8360(262) 523-8360
Yesica Rojo, CFP®
Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(262) 523-8342(262) 523-8342
Wende Wozny
Senior Registered Client Service Associate, Portfolio Associate
Phone:
(262) 523-8372(262) 523-8372
Maiti Quill
Registered Client Service Associate
Phone:
(262) 523-8388(262) 523-8388
Gail Ziegler
Client Service Associate
Phone:
(262) 523-8394(262) 523-8394
About Michael Schiek
About Michael Schiek
Mike Schiek works with both individual and institutional investors to provide every client with targeted, comprehensive financial advice and portfolio management — delivered with the highest level of personal service and professional integrity. He is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Mike’s extensive experience — throughout major shifts in the markets — enables him to structure balanced portfolios to help his clients address their specific financial goals.
Mike has served individuals and institutions for over 35 years. He has been listed in the prestigious Barron’s Magazine and Research Magazine as a top 1000 advisor in the United States for years 2008, 2009, 2010, 2011, 2012, and 2013 and have been listed in the top 10 in Wisconsin for those six consecutive years.* Mike believes that the pillars of his team’s investment thesis are based on understanding client needs better than the competition, continuous education for employees, clear communication, quality service, and a firm commitment to excellence . He holds a bachelor’s of business administrations degree in finance from the University of Wisconsin – Whitewater.
In his free time, Mike enjoys playing golf and spending time with his family
NMLS# 175494
Securities Agent: VA, WI, MN, NM, MS, CO, MO, MD, MA, FL, WA, NC, TN, MT, SC, SD, LA, IN, OR, OH, PA, WY, ID, TX, AL, RI, AR, AZ, GA, NV, NJ, CT, MI, KY, IL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1751494
The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The rating is not indicative of Bloom Advisors future performance. Bloom Advisors did not pay a fee to participate in the survey.
The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
Mike Schiek works with both individual and institutional investors to provide every client with targeted, comprehensive financial advice and portfolio management — delivered with the highest level of personal service and professional integrity. He is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Mike’s extensive experience — throughout major shifts in the markets — enables him to structure balanced portfolios to help his clients address their specific financial goals.
Mike has served individuals and institutions for over 35 years. He has been listed in the prestigious Barron’s Magazine and Research Magazine as a top 1000 advisor in the United States for years 2008, 2009, 2010, 2011, 2012, and 2013 and have been listed in the top 10 in Wisconsin for those six consecutive years.* Mike believes that the pillars of his team’s investment thesis are based on understanding client needs better than the competition, continuous education for employees, clear communication, quality service, and a firm commitment to excellence . He holds a bachelor’s of business administrations degree in finance from the University of Wisconsin – Whitewater.
In his free time, Mike enjoys playing golf and spending time with his family
NMLS# 175494
Securities Agent: VA, WI, MN, NM, MS, CO, MO, MD, MA, FL, WA, NC, TN, MT, SC, SD, LA, IN, OR, OH, PA, WY, ID, TX, AL, RI, AR, AZ, GA, NV, NJ, CT, MI, KY, IL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1751494
The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The rating is not indicative of Bloom Advisors future performance. Bloom Advisors did not pay a fee to participate in the survey.
The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
Securities Agent: CO, FL, NY, IN, GA, NM, IA, TX, MT, KY, KS, HI, MI, DE, SD, PA, NC, ME, AZ, VA, UT, MD, WI, VT, TN, SC, NJ, MA, CT, WY, WV, RI, OH, MS, MN, IL, ID, CA, AR, AL, WA, OR, NV, MO, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1751494
NMLS#: 1751494
About James Sidders
About Jim Sidders
Jim received his Bachelor’s degree in Business Administration with an emphasis on Management from Carroll College in Waukesha, Wisconsin. He first started working in the Banking and Mortgage industries in 2009 before transitioning into Financial Services in 2011 and joining Morgan Stanley in 2014.
Now more than ever, hardworking people and business owners need advisors who operate with their client’s best interests in mind and work with their wealth as hard as they did to obtain it, and that’s what Jim is passionate about.
Having grown up in a family run business, his mission is to help people and business owners identify their financial needs, set milestones, and reach goals throughout all phases of their lives. Jim and his team take a comprehensive approach to each client’s portfolio by customizing it with features that address specific needs and optimize returns.
As one of five FA’s, Jim believes the chemistry between their close executive unit is a major benefit to the firm’s clients. When asked why he decided to join the business, Jim notes, “..after working in the banking industry during the Great Financial Crisis of ‘08, I saw how many people made critical financial mistakes and it provided me with an opportunity to help people never repeat those same mistakes again.” He holds a Chartered Retirement Plans Specialist (CRPS) certification.
Outside of the office, Jim enjoys spending time with his wife, Dr. Casey Sidders DDS and their two children, Jameson and Kennedy. The Sidders family takes pride in being active and productive members of the Mukwonago community.
NMLS# 1393578
Jim received his Bachelor’s degree in Business Administration with an emphasis on Management from Carroll College in Waukesha, Wisconsin. He first started working in the Banking and Mortgage industries in 2009 before transitioning into Financial Services in 2011 and joining Morgan Stanley in 2014.
Now more than ever, hardworking people and business owners need advisors who operate with their client’s best interests in mind and work with their wealth as hard as they did to obtain it, and that’s what Jim is passionate about.
Having grown up in a family run business, his mission is to help people and business owners identify their financial needs, set milestones, and reach goals throughout all phases of their lives. Jim and his team take a comprehensive approach to each client’s portfolio by customizing it with features that address specific needs and optimize returns.
As one of five FA’s, Jim believes the chemistry between their close executive unit is a major benefit to the firm’s clients. When asked why he decided to join the business, Jim notes, “..after working in the banking industry during the Great Financial Crisis of ‘08, I saw how many people made critical financial mistakes and it provided me with an opportunity to help people never repeat those same mistakes again.” He holds a Chartered Retirement Plans Specialist (CRPS) certification.
Outside of the office, Jim enjoys spending time with his wife, Dr. Casey Sidders DDS and their two children, Jameson and Kennedy. The Sidders family takes pride in being active and productive members of the Mukwonago community.
NMLS# 1393578
Securities Agent: MO, KS, SC, NJ, OH, MT, LA, ID, IA, WI, VT, SD, NY, CO, CA, TN, MD, IN, IL, FL, WV, MI, MA, NV, MS, MN, CT, NM, ME, KY, VA, DE, AR, WY, WA, TX, PA, AZ, AL, UT, RI, OR, NC, GA, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1393578
NMLS#: 1393578
About John J Lerose III
John believes that preparation is critical to success which has led him to undergo extensive training to provide the best outcomes for his clients. As a Certified Investment Management Analyst (CIMA®) and Portfolio Management Director, he applies in-depth knowledge of capital markets and portfolio construction and maximizes the use of Morgan Stanley’s resources to help add value to his clients’ portfolios, preserve their wealth and potentially grow it. As a CERTIFIED FINANCIAL PLANNER (CFP®) and Executive Financial Services Director, he takes a holistic view of his clients’ finances that goes beyond investments to form a comprehensive plan for all their wealth. His favorite piece of family wealth planning is the relationship building process that allows him to really get to know his clients and help them stay on course.
John LeRose received an Economics degree from the University of Wisconsin and started his career in Financial Services in 2010. John has always had a passion for business and finance and has a diverse professional background. He has worked for a family business, regional bank, insurance company, and now Morgan Stanley, which he joined in 2014. His entrepreneurial path helps him to understand business owners of all backgrounds and think like an owner himself.
John lives in Oak Creek, WI with his wife, Evelyn and their children Leonardo and Alma. John is involved with his community, particularly with Roma Lodge, a club for those sharing an Italian Heritage. The club is active in different philanthropic efforts and scholarship programs. His other club memberships include Mensa of Wisconsin, where he previously served as a membership officer, and the Milwaukee Athletic Club.
John LeRose received an Economics degree from the University of Wisconsin and started his career in Financial Services in 2010. John has always had a passion for business and finance and has a diverse professional background. He has worked for a family business, regional bank, insurance company, and now Morgan Stanley, which he joined in 2014. His entrepreneurial path helps him to understand business owners of all backgrounds and think like an owner himself.
John lives in Oak Creek, WI with his wife, Evelyn and their children Leonardo and Alma. John is involved with his community, particularly with Roma Lodge, a club for those sharing an Italian Heritage. The club is active in different philanthropic efforts and scholarship programs. His other club memberships include Mensa of Wisconsin, where he previously served as a membership officer, and the Milwaukee Athletic Club.
Securities Agent: DE, CO, MS, FL, WY, VA, ME, IA, CT, AR, SD, RI, NV, MO, CA, AZ, UT, OR, MD, KS, IN, HI, GA, WI, TN, NM, IL, OH, NC, KY, TX, SC, NY, NJ, MN, AL, WA, PA, MT, MA, WV, VT, MI, LA, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1282665
CA Insurance License #: 0M24097
NMLS#: 1282665
CA Insurance License #: 0M24097
About Jeffrey Demichiel
Securities Agent: VA, AL, SC, NY, NC, MI, KY, IA, TN, MT, MN, VT, MO, LA, CT, CA, WY, OR, ME, WV, WI, ID, AZ, WA, TX, SD, RI, OH, MS, MA, MD, IN, CO, UT, NV, NM, NJ, GA, IL, FL, DE, AR, PA, KS, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 2415936
NMLS#: 2415936
About Yesica Rojo
Yesica Rojo is a CERTIFIED FINANCIAL PLANNER™ professional and Spanish speaking Financial Advisor. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board. CFP® professionals commit to CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. They also commit to upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Yesica earned a bachelor’s degree in International Business from Universidad de Medellin, Colombia, and an MBA in Finance from Marquette University thereafter. Because of her top performance, she became part of Beta Gamma Sigma, an international business honor society.
Yesica is a first-generation immigrant and a great success story. She began her career in the insurance industry in Colombia in 2012 and then moved to the U.S. in 2017. Yesica started her career in the financial service industry in 2021 and joined Morgan Stanley in 2022. Yesica's strategy includes a goals-based approach to financial planning and creating tailored investment management strategies. Taking time at the outset to understand what matters most to each client allows her to create a customized plan that gives clients confidence that they can achieve their financial goals. From younger clients focused on wealth accumulation, to mid-life clients whose goals are asset preservation and retirement planning, to older clients thinking about estate and legacy planning strategies, Yesica is a devoted financial advisor they can rely on to create a personalized wealth-management strategy. Yesica is also dedicated to serving Latino clients, seeks to ensure they have access to tailored financial planning that reflects their unique cultural and financial needs. By empowering clients on their financial journey, Yesica uses her vast array of life experiences to develop realistic roadmaps that can help take away the stress of building a formidable, long-term portfolio assets.
Yesica is married, and her husband Jaime is a professor of Civil Engineering at Marquette University. They have a son, Patrick, and a Yorkshire Terrier, Sole. They love exercising together and engaging in activities like running, biking, and hiking.
Yesica earned a bachelor’s degree in International Business from Universidad de Medellin, Colombia, and an MBA in Finance from Marquette University thereafter. Because of her top performance, she became part of Beta Gamma Sigma, an international business honor society.
Yesica is a first-generation immigrant and a great success story. She began her career in the insurance industry in Colombia in 2012 and then moved to the U.S. in 2017. Yesica started her career in the financial service industry in 2021 and joined Morgan Stanley in 2022. Yesica's strategy includes a goals-based approach to financial planning and creating tailored investment management strategies. Taking time at the outset to understand what matters most to each client allows her to create a customized plan that gives clients confidence that they can achieve their financial goals. From younger clients focused on wealth accumulation, to mid-life clients whose goals are asset preservation and retirement planning, to older clients thinking about estate and legacy planning strategies, Yesica is a devoted financial advisor they can rely on to create a personalized wealth-management strategy. Yesica is also dedicated to serving Latino clients, seeks to ensure they have access to tailored financial planning that reflects their unique cultural and financial needs. By empowering clients on their financial journey, Yesica uses her vast array of life experiences to develop realistic roadmaps that can help take away the stress of building a formidable, long-term portfolio assets.
Yesica is married, and her husband Jaime is a professor of Civil Engineering at Marquette University. They have a son, Patrick, and a Yorkshire Terrier, Sole. They love exercising together and engaging in activities like running, biking, and hiking.
Securities Agent: NC, MN, WV, MA, IA, DE, CA, VA, SD, MD, FL, ME, KY, ID, CT, NM, MS, LA, HI, WY, VT, NY, GA, MT, MI, IN, IL, WA, RI, OR, OH, AR, KS, CO, AL, WI, UT, TX, PA, AZ, TN, SC, NV, NJ, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2413428
NMLS#: 2413428
About Wende Wozny
With over 40 years of experience in the in the Financial Services Industry, Wende continues to grow her education through experience. Starting in 1983 as a Co-op Student at Blunt Ellis & Loewi. Wende has held various administrative positions including Cashier, Wire Operator, and Receptionist before joining the Schiek group in 1999. Her passion for helping clients with all administrative tasks is only matched by her daily positive attitude and motivating work ethic.
When Wende is away from the office she enjoys spending time with her two son’s Brandon and Tyler and traveling with her husband Ron on their Harley. She also enjoys her time outside in the warm weather either hiking or doing yardwork. She was recently named Portfolio Associate within the Schiek group.
When Wende is away from the office she enjoys spending time with her two son’s Brandon and Tyler and traveling with her husband Ron on their Harley. She also enjoys her time outside in the warm weather either hiking or doing yardwork. She was recently named Portfolio Associate within the Schiek group.
About Maiti Quill
Maiti Quill (pronounced Maddie) is a Registered Client Service Associate for the Schiek Group. She graduated from Saint Mary’s College with a Bachelor’s degree in Business Administration. Maiti has 4+ years of experience as a Registered Wealth Management Client Associate at Merrill Lynch before joining the Schiek Group in March of 2023.
She is passionate about taking clients care of clients’ needs and building a relationship with them. She is one of the two “go to” individuals on the team for any operational task and will work efficiently with clients to ensure a smooth experience.
While out of the office, Maiti enjoys living downtown Milwaukee, working out at F45 and a good cup of tea.
She is passionate about taking clients care of clients’ needs and building a relationship with them. She is one of the two “go to” individuals on the team for any operational task and will work efficiently with clients to ensure a smooth experience.
While out of the office, Maiti enjoys living downtown Milwaukee, working out at F45 and a good cup of tea.
About Gail Ziegler
Gail has a passion for problem solving, an attention to detail, proactive communication, and over 35 years in the financial services industry that she brings to our team.
She is very knowledgeable on insurance and annuity policy administration as she spent over 30 years with a local independent insurance agency. Gail lives in Sussex, WI with her husband Michael. Away from the office she enjoys traveling and spending time with her family, especially the grandkids.
She is very knowledgeable on insurance and annuity policy administration as she spent over 30 years with a local independent insurance agency. Gail lives in Sussex, WI with her husband Michael. Away from the office she enjoys traveling and spending time with her family, especially the grandkids.
Contact Michael Schiek
Contact James Sidders
Contact John J Lerose III
Contact Jeffrey Demichiel
Contact Yesica Rojo
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Tyson Abert
Tyson R. Abert is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin, Northern Ohio and Western Pennsylvania.
Senior Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
Senior Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
NMLS#: 362127
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Schiek Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
