Robbie Schoonmaker’s Professional Background
I have worked in the financial planning and investment industry for close to fifteen years, and have been a Certified Financial Planner® professional and a Certified Public Accountant for over ten years. I provided tax and financial planning services with PricewaterhouseCoopers LLP and Arthur Andersen LLP (both global accounting firms), The St. Louis Trust Company (a multi-family office), and A.G. Edwards & Sons, Inc (a full-service securities broker-dealer), all in the St. Louis Missouri area. I obtained a bachelor’s degree in History from Brigham Young University and a Masters of Accountancy from the University of Missouri, Columbia.
I currently oversee a family office in Orem Utah in addition to running Matterhorn Financial Planning.