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Donna Schroeder

Operations Manager

CSOP

Office Information


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Donna’s Locations

1241 John Q Hammons Dr. Suite 100
Madison, WI 53717
(608) 824-8600

About Donna

Donna’s day-to-day responsibilities include maintaining the office data. She likes to primarily focus on accuracy, automation and efficiency. Donna joined the Wealth Enhancement Group team from the SVA Financial Group acquisition in 2020. Donna is married and has two daughters. She enjoys spending time outside with her family as well as traveling. She resides in Cross Plains, Wisconsin.

Education

  • BS, Economics, University of Wisconsin - Madison

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