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.


Gary Schaap

Gary Schaap


Private Wealth Advisor

Visit Gary Schaap's website


Samantha Denton

Samantha Denton

Administrative Assistant,

Client Service Specialist

Roles & Responsibilities

  • Fifteen+ years in delivering extraordinary customer service
  • Passionate about professional development, attention to detail, and providing excellent client support and service.
View more