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  •  Tel: 440-723-2133 |  Tel: 812-463-3948

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Who We Are

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Who We Are

Our team specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optimal lifestyle and have the desire to secure a family investment legacy.
 

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Willie Schuette

Investment Advisor Representative

Willie coordinates the financial planning process and helps identify your goals, recognizing some of those goals will changes as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Advantage FORMula.

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Gail Snow

Executive Assistant

Gail serves as the firm’s information gatekeeper and primary client support liaison. In addition to managing Willie’s schedule, preparing reports for client meetings and processing paperwork, she handles all client service calls and works directly with clients throughout all stages of their planning.

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Marti Helser

Client Relations Manager

Marti provides administrative support, client interaction and marketing support to the team. She manages multiple projects from answering incoming calls, scheduling appointments and preparing for Willie’s meetings to fielding client service issues, and implementing client events.

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Hannah Schuette

Administrative Assistant

Hannah has been part of the 611 family from the beginning. When she isn’t in school at The Ohio State University, she is the driving force behind keeping our social media up to date. Additionally, she assists Willie in everyday tasks such as filing, coordinating event mailings and preparing paperwork.

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Tara Roach

Marketing & Social Media Administrator

Tara is excited to join the 611 Family. She connects new and existing customers to the 611 Group through social media. Tara brings extensive digital marketing experience from multiple industries, including insurance, higher education, and fitness and wellness. When she isn’t planning her next travel adventure or wandering around a bookstore, she can be found passionately cheering on her alma mater, the University of Wisconsin-Madison.

About

  • Our Firm
  • Our Team
  • What It Means to be an Independent Firm
  • Mission
  • Values
  • Partnerships

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515 Moore Rd, Ste 2
Avon Lake, OH 44012
 Tel: 440-723-2133     Tel: 812-463-3948

 

 

William (Willie) Schuette is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. The 611 Group Tax & Wealth Advisors is not affiliated with USA Financial Securities.

Willie Schuette is authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services these states include: IN;OH. For investment advisory services theses states include: IL;IN;KY;MD;NC;OH;UT. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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