The Team

Personalized advice to help you achieve your goals

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

I 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, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Jonathan Schomberg

Jonathan Schomberg

Financial Advisor

More about me...

Designations

CFP®, CRPC®, AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

University of Wisconsin Whitewater, BBA Marketing, 2003. Graduated Cum Laude.
AR License #7745517

VISIT MY WEBSITE

Our Staff

Erica Amenda CFP<sup>®</sup>

Erica Amenda CFP®

Financial Planning Specialist

More about me...

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
Leah McCormick

Leah McCormick

Client Service Specialist

More about me...

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