Roberta Schier

Roberta Schier is a Senior Associate at Choreo, based in Rockford, IL. In her current role, she provides comprehensive support to financial advisors and clients, focusing on the coordination and analysis of investment strategies tailored to meet client objectives. Her responsibilities include portfolio management, client servicing, and the implementation of sophisticated financial planning solutions.

Roberta specializes in wealth management across a range of sectors, with particular experience in equities, fixed income, and retirement planning products. Her knowledge spans both individual and institutional asset classes, and she works across diverse industries to optimize investment allocations for her clients.

With over 15 years of experience in the financial services industry, Roberta has previously served as an Advisor Assistant at Bates Financial Group and as a Senior Registered Sales Assistant and Paraplanner at Raymond James. She holds an Associate of Arts and Sciences in Business Administration, Management and Operations from Rock Valley College, underpinning her expertise in client communications, investment planning, and operational efficiency within wealth management.