The Team

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.

Our Advisors

Scott Schalk

Scott Schalk

Financial Advisor

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Designations

CFP®, CRPC®, MBA

Top Areas of Focus

  • Family Finances
  • Investments
  • Tax Planning Strategies

Education

B.B.A. Management, Andrews University, 1992, M.B.A. Finance, Andrews University, 1993
CA Insurance #0C66966

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Jenna Mitchell Everett

Jenna Mitchell Everett

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

B.A., 1986 Michigan State University, East Lansing, Michigan

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Jim Everett

Jim Everett

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

Bachelor of Science, Michigan Technological University, Houghton, MI 1979

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Jeff Neumann

Jeff Neumann

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

University of Toledo - B.B.A

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Our Staff

Krista Metzger

Krista Metzger

Administrative Assistant

Patrice McCoy

Patrice McCoy

Office Manager

Client Relationship Specialist
Catherine Dowling

Catherine Dowling

Paraplanner

Executive Assistant