In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?

We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.

Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.

Our Guiding Values

A stack of papers on a desk. The page at the top of the pile has graphs and charts on it

Knowledge

Use our range of skills, education, and industry experience to provide you with informed financial direction.

About Us | Wealth Investment Planning | The Schamber Group

Support

Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.

About Us | Wealth Investment Planning | The Schamber Group

Integrity

Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.

Dan Suiter CFP®, AIF®

Financial Planner

Dan Suiter joined The Schamber Group in 2009, bringing a passion for simplifying complex financial topics and building meaningful client relationships. As a Certified Financial Planner™ professional and Accredited Investment Fiduciary®, Dan specializes in guiding individuals toward confident retirement decisions through education and personalized support.

A graduate of Purdue University with a degree in Financial Counseling and Planning, Dan’s journey into financial advising began during his service in the 25th Infantry Division of the U.S. Army, including a tour in Iraq. A conversation with a lieutenant sparked his interest in financial planning, shaping his mission to help others secure their financial futures.

When he’s not working, Dan enjoys life with his wife and their four energetic boys, embracing the chaos and joy of family adventures.  When he finds a little “me time” he can be found reading or woodworking.