Everett, Schalk & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Scott Schalk

Scott Schalk

Financial Advisor

Visit Scott Schalk's website
Jenna Mitchell Everett

Jenna Mitchell Everett

Financial Advisor

Visit Jenna Mitchell Everett's website
Jim Everett

Jim Everett

Financial Advisor

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Jeff Neumann

Jeff Neumann

Financial Advisor

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Team

Krista Metzger

Krista Metzger

Administrative Assistant

Patrice McCoy

Patrice McCoy

Office Manager,

Client Relationship Specialist
Catherine Dowling

Catherine Dowling

Paraplanner,

Executive Assistant