Our Team

Nick Schreck

Nick Schreck has been educating and assisting retirees with retirement planning for over 12 years. He is well versed in all areas of Comprehensive Retirement Planning. Owning Expedition Retirement, he specializes in Social Security & Retirement Planning, Safe Asset Strategies, Medicare, and Final Stages. Nick recognizes that every current and future retiree has a different story to tell, and enjoys working individually with each client. As an independent agent/advisor, Nick has the ability to be contracted with many companies to avoid using a cookie-cutter approach.
Nick is originally from Germantown, Wisconsin. He graduated from University of Wisconsin – Whitewater in 2003 with a B.B.A. in Marketing with an emphasis on Finance and Political Science. In 2013, he left a management position with a large financial services provider. At that time, he and a colleague founded The Retirement Classroom, an organization that teams up with top professionals in the retirement market to provide educational classes to communities with non-biased information instead of a sales pitch. The Retirement Classroom currently offers classes at over 50 venues in the state of Wisconsin.

In 2016, there became a need for Nick to separate his own retirement planning practice from the larger umbrella of The Retirement Classroom. He then founded Expedition Retirement, providing Comprehensive Retirement Planning to current and future retirees. Expedition Retirement is based around four different directions in retirement: Social Security & Retirement Income, Investments, Medicare, and Final Stages.

Nick currently lives in Madison, Wisconsin with his wife, Nicole, and two children, Ayla and Lucas. When he is not spending his free time with his family, Nick is an avid golfer, enjoys attending Wisconsin Badger sporting events, and traveling to National Parks.

Nick enjoys the opportunity to empower retirees to take control of their retirement planning. He looks forward to learning your specific retirement goals, and helping to execute them.

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Dave Baumgartner

Dave is originally from Muskego, WI. He graduated from the University of Wisconsin-Whitewater with a Bachelor of Science in Business Administration with emphases in Management and Marketing. Currently in Madison, he enjoys being close to the greater Milwaukee area along with access to northern and western Wisconsin as he has always loved the great outdoors. With an interest in vintage automobiles, Dave claims the garage as a second office.

Dave has greatly enjoyed his 10 years of educating retirees here in Wisconsin. He has spent many of those years contracted to train professionals that are new to the industry.

  

Jen Vanderloop

 

As Expedition Retirement’s Business Manager, Jen Vanderloop uses her organizational skills to handle scheduling and correspondences with clients, while ensuring the day to day operations are running smoothly. She also takes care of the behind-the-scenes tasks, allowing the team to concentrate on what they do best – helping clients navigate through retirement. Jen doesn’t shy away from using her creativity to collaborate in marketing and branding efforts.

Jen recently moved to Oregon, Wisconsin with her husband, Nate, and her son, Ivan, and twin daughters Ari and Millie. She enjoys reading, hiking, and exploring new places with her kids.