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

John Kovalek

John Kovalek

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Kovalek's website

Team

Molly L. Weglin

Molly L. Weglin

Client Service Coordinator

Qualifications

  • BA Liberal Studies, Minor History, CSUS
  • With the practice since July 2006
  • CA Notary Public

Roles & Responsibilities

  • Client Service
  • Record retention and filing
  • Operations and Practice Administration
  • Technology
  • Business Processing
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Brett Macauley

Brett Macauley

Business Development Manager

Roles & Responsibilities

  • Franchise Consultant
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Connor Schlecht

Connor Schlecht

Paraplanner

Qualifications

  • B.A., Economics

Roles & Responsibilities

  • Meeting prep and follow-up
  • Money movement requests and trades
  • Case management
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