Everett, Schalk & Associates

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

Jenna Mitchell Everett

Jenna Mitchell Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jenna Mitchell Everett's website
Scott Schalk

Scott Schalk

CFP®, CRPC®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Scott Schalk's website
David Brennan

David Brennan

Financial Advisor

Visit David Brennan's website
Jim Everett

Jim Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Everett's website

Team

Patrice McCoy

Patrice McCoy

Office Manager,

Client Relationship Specialist
Krista Metzger

Krista Metzger

Administrative Assistant