How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Jonathan Schomberg

Jonathan Schomberg

CFP®, CRPC®, AAMS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jonathan Schomberg's website

Team

Erica Amenda CFP<sup>®</sup>

Erica Amenda CFP®

Financial Planning Specialist

Qualifications

  • CFP®
  • AAMS®

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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