Meet the Team
John Schaefer, Financial Advisor
I am a dedicated and experienced financial advisor with a passion for helping pursue their individual and and business-focused financial goals. With 25 years of industry expertise, I specialize in providing personalized and comprehensive financial planning strategies, investment management, retirement planning, and risk management strategies.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.