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Our Team

Join our team

If you want to work on a small team of awesome people doing something that really matters in people’s lives, then this may be an opportunity for you.  The Client Relations Coordinator is the face, the voice, and the personality of our company.  They are the first contact for everyone who contacts our firm.  On a small team like ours, there are no unimportant roles.  For us, this is as much of an entry level a position as we have.  But it is a career position with advancement opportunities.  Our current Client Relations Coordinator, Kam, started just over two years ago and now she is transitioning into another role.  There is no specific past training or experience needed, not that it isn’t welcome.  The starting salary is $38-45K/year plus performance bonuses and paid vacation.  This is not a role that can be done remotely, so we are looking for someone to be in our Lakeville office on a daily basis.  We do not require masks or vaccinations.     

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Midwest Money Management Inc.

Adam B. Hartung, CFP®, AIF®

President and Founder

952-895-1055 x5

952-895-1512

Adam@MidwestMoneyManagement.com

Adam works with Corey to develop wealth management plans. He instills confidence in our clients by ensuring that they understand their wealth management plan at whatever level of detail is important to them. He uses his gift of...

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Corey Schmiedeberg, FSS, AIF®

Vice President, Partner

952-895-1055 x4

952-895-1512

Corey@MidwestMoneyManagement.com

Corey works with Adam to develop client wealth management plans. He enjoys bringing value to clients by identifying solutions they wouldn’t otherwise know or think of.  His professional and personal attention to clients make him....

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Kam Schaefer, FPQP™

Client Relations Coordinator

952-895-1055 x1

952-895-1512

Kam@MidwestMoneyManagement.com

Kam is compassionate, funny, and ambitious; she is also our Client Relations Coordinator. Her duties include answering the phones, greeting clients, scheduling appointments...

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Patty Stroth

Operations Manager

952-895-1055 x2

952-895-1512

Patty@MidwestMoneyManagement.com

Patty is our expert on everything behind the scenes. She gets client portals up and running, verifies transfers, manages the databases, and draws up paperwork for new and existing clients. She is the driving force....

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Sarah K. Hartung

Director of Strategic Development

952-895-1055 x3

952-895-1512

Sarah@MidwestMoneyManagement.com

Sarah is responsible for keeping the team happy and productive. Whether it is implementing innovative new ideas and strategies to better serve clients, creating new marketing material, or coordinating client events, she thrives....

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