Scott Schewe
Shareholders & Directors
Appleton
Scott Schewe, KerberRose is a Certified Public Accounting Firm dedicated to serving our clients with unmatched expertise and customer service. Our firm features 13 locations across Wisconsin and the Upper Peninsula.​
Contact Information
Shareholder
4211 N Lightning Dr, Ste A, Appleton, Wisconsin 54913
Detailed Information

Profile

Scott has more than 17 years of experience in Financial Services; however, his interest goes back to 6th Grade, when his class participated in a stock market challenge in which his class was tasked with investing pretend dollars in a company. After this experience, Scott knew he wanted to spend his life helping others with their money and investments. Prior to joining KerberRose in 2019, Scott spent 13 years as a Retirement Plan Advisor helping Wisconsin’s public employees save for their retirement. His goal is to help clients realize their money and investments are simply a tool to help achieve their goals and the lifestyle they desire. Scott specializes in tax-efficient retirement and distribution planning for individual wealth management clients.

Notable Industry & Community Involvement: 

  • Holds a Series 65 License along with Wisconsin Life, Variable Life, and Variable Annuities licenses 
  • Fox Valley Estate Planning Council member 
  • Appleton Education Foundation Board of Directors 
  • Riverview Lutheran School Board member