Michael Schimmel
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Michael Schimmel Email & Phone Number

Financial Planner and Wealth Advisor at Fellows Financial Group, LLC.
Location: Washington Dc-Baltimore Area, United States 9 work roles 3 schools
2 work emails found @fellowsfg.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email m****@fellowsfg.com
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Role
Financial Planner and Wealth Advisor
Location
Washington Dc-Baltimore Area, United States
Company size

Who is Michael Schimmel? Overview

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Quick answer

Michael Schimmel is listed as Financial Planner and Wealth Advisor at Fellows Financial Group, LLC., a with 10 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a work email signal at fellowsfg.com and a matched LinkedIn profile for Michael Schimmel.

Michael Schimmel previously worked as Financial Planner & Wealth Advisor at Fellows Financial Group, Llc. and Owner at Mccallum Sauber. Michael Schimmel holds B.A., Political Science Major, Economics Minor from Miami University.

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{first}@fellowsfg.com
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Profile bio

About Michael Schimmel

As a financial advisor with 20 years of experience in the financial services industries my singular purpose is to be an advocate for my clients. I provide comprehensive goals-driven wealth management along with business succession, executive benefits, estate planning, asset preservation, and tax strategies. By partnering with Fellows Financial Group, I help individuals and business owners build a strong foundation not only for retirement but to protect and nurture their legacy.

Listed skills include Banking, Management, Strategic Planning, Loans, and 31 others.

Current workplace

Michael Schimmel's current company

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Fellows Financial Group, LLC.
Fellows Financial Group, Llc.
Financial Planner and Wealth Advisor
Washington, DC, US
Website
Employees
10
AeroLeads page
9 roles

Michael Schimmel work experience

A career timeline built from the work history available for this profile.

Financial Planner & Wealth Advisor

Current

Leesburg

• Securities are offered through Coastal Equities, Inc. Member FINRA/SIPC. Investment advice is offered through Wealthcare Advisory Partners, LLC, a registered investment advisor. Wealthcare Advisory Partners, LLC and Fellows Financial Group, LLC are separate entities from Coastal Equities.• Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, and Coastal Insurance Services which consist of several affiliated insurance agencies. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, and investment advisory services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801• Third-party posts found on this profile do not reflect the views of Coastal Equities and have not been reviewed by Coastal Equities as to accuracy or completeness. • The financial professionals associated with Coastal Equities may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Oct 2019 - Present

Owner

Mccallum Sauber
Jan 2019 - Oct 2019

Vice President, Senior Cluster Manager

Mid Atlantic Region

Focused senior leader on building and maintaining a high performing teams across multiple areas. Championed Sales Leadership Coaching to bring the focus on the client, which allowed optimization in productivity and client engagement. Strategic focus on net new client growth, wealth management, mortgage, and banking solutions along with integrating with our community development strategy and five-mile radius to achieve target growth and revenue goals.

Oct 2015 - Jan 2019

Regional Mortgage Sales Manager

Washington D.C. Metro Area

Management of 12 Premier Mortgage Consultants across the Mid Atlantic region to achieve production goals, operational excellence, growth and profitability of the region. Actively participate in local and state mortgage banking, realtor, and builder trade associations, along with maintaining a thorough understanding of mortgage industry knowledge and current issues. Communicate business goals, objectives and company performance results to staff. Promote an effective sales environment through sales training, individual and team coaching, creation of strategic partnerships, and sales contests among team members along with other lines of business.

Jul 2013 - Oct 2015

Senior Branch Manager

Fairfax County

Dec 2010 - Jul 2013

Owner

Pilot Malt House Llc

Byron, Michigan

Pilot malt house is an artisan craft malt house located in the heart of Michigan. The ever growing number of craft distilleries and breweries that surround us are a constant source of inspiration driving us forward. We firmly believe that what we do is an art that requires passion and an insane attention to detail and we strive to produce and supply the finest malt to the best breweries and distilleries in the world. Quite simply, we make malt. but we know that malt is more than just an ingredient. Malt is an investment in farmers, a palate for brewers to paint with, and the backbone of every spirit that has ever been distilled. It is a stimulus for agriculture and the communities and individuals that make up every brewery and distillery that we work with. We link craft artisans directly to local growers forging long-term sustainable relationships.

Jan 2013 - Dec 2018

Assistant Vice President, Branch Manager

Provide management direction to a direct staff of 14 with a total book of business of $50-million in deposits, loans and assets under management. Designed and executed successful sales campaigns that increased deposits, lending and investments. Coordinated events and seminars with various business partners to expand community involvement and develop new business opportunities.Results: • Proven track record of achieving goals and surpassing goals across all sales metrics month over month.• Achieved individual production to be within top 1% across the entire company.• Selected to be a Senior Producing Leader based on product knowledge and sales results, to train new or underperforming financial specialists across selected regions.• Led multiple district sales initiatives for commercial lending that resulted in a 200% increase in commercial lending and banking deposits.

Dec 2005 - Dec 2010

Assistant Store Manager

Washington D.C. Metro Area

Responsible for a team of twenty employees and supervision of their work; accountable for the daily administration of the company vision and sales; led various projects and provided support to complete them; set goals and targets for the employees and motivated them in achieving the goals, hired qualified employees for various positions within the store, and helped train them.Results:• Created grass roots campaigns partnering with outside organizations and charities to promote philanthropy, while driving sales results.• Planned special Made-to-Measure events across the Greater Washington D.C. Metro Area that resulted in a 300% increase in sales; the largest increase ever for the metro area.• Hit quarterly and yearly plan goals along, with four employees, recognized for being one of the top twenty-five employees for sales.

Jan 2001 - Dec 2005
Team & coworkers

Colleagues at Fellows Financial Group, LLC.

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3 education records

Michael Schimmel education

B.A., Political Science Major, Economics Minor

Activities and Societies: Associated Student Government, Phi Gamma Delta, Oxford Tenants Association, Leadershape, Interfraternity.

Leadership Action Certificate Program, Organizational Leadership

Make things happen—take action by leading people, facilitating team decisions, getting results, and motivating and sustaining performance..

Education record

Maine South

Activities and Societies: Wrestling, Soccer,

FAQ

Frequently asked questions about Michael Schimmel

Quick answers generated from the profile data available on this page.

What company does Michael Schimmel work for?

Michael Schimmel works for Fellows Financial Group, LLC..

What is Michael Schimmel's role at Fellows Financial Group, LLC.?

Michael Schimmel is listed as Financial Planner and Wealth Advisor at Fellows Financial Group, LLC..

What is Michael Schimmel's email address?

AeroLeads has found 2 work email signals at @fellowsfg.com for Michael Schimmel at Fellows Financial Group, LLC..

Where is Michael Schimmel based?

Michael Schimmel is based in Washington Dc-Baltimore Area, United States while working with Fellows Financial Group, LLC..

What companies has Michael Schimmel worked for?

Michael Schimmel has worked for Fellows Financial Group, Llc., Mccallum Sauber, Hsbc Retail Banking And Wealth Management, Hsbc, and Pilot Malt House Llc.

Who are Michael Schimmel's colleagues at Fellows Financial Group, LLC.?

Michael Schimmel's colleagues at Fellows Financial Group, LLC. include Jose Saavedra, Blake Fellows, Ruben Devia, Cfp®, Ken Harvey, and Amanda Judd.

How can I contact Michael Schimmel?

You can use AeroLeads to view verified contact signals for Michael Schimmel at Fellows Financial Group, LLC., including work email, phone, and LinkedIn data when available.

What schools did Michael Schimmel attend?

Michael Schimmel holds B.A., Political Science Major, Economics Minor from Miami University.

What skills is Michael Schimmel known for?

Michael Schimmel is listed with skills including Banking, Management, Strategic Planning, Loans, Investments, Financial Services, Leadership, and Wealth Management.

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