Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Advisors

Jonathan Schomberg

Jonathan Schomberg

Financial Advisor

Visit Jonathan Schomberg's website

Team

Erica Amenda CFP<sup>®</sup>

Erica Amenda CFP®

Financial Planning Specialist

Qualifications

  • CFP®

Roles & Responsibilities

  • Investment review and portfolio building
  • Financial planning data entry and calculations
  • Insurance illustrations and applications
  • Practice expense management and compliance tracking
  • Client estate settlement
  • Back office client service
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Leah McCormick

Leah McCormick

Client Service Specialist

Roles & Responsibilities

  • Handle financial paperwork to create and manage client accounts
  • Update website and manage social media content
  • Facilitate meeting preparation
  • Submit paperwork and maintain filing
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