Everett, Schalk & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Scott Schalk

Scott Schalk

CFP®, CRPC®, MBA

Financial Advisor

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

Jenna Mitchell Everett

CFP®

Financial Advisor

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

Jim Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Everett's website
David Brennan

David Brennan

Financial Advisor

Visit David Brennan's website

Team

Krista Metzger

Krista Metzger

Administrative Assistant

Patrice McCoy

Patrice McCoy

Office Manager,

Client Relationship Specialist