Joshua Caleb Schaubach
Field Director|CLTC®, RICP®
Financial Advisor | Taking the Fear Out of Finances | Financial Health | Meeting Clients Right Where They Are to Help Them Achieve Their Goals
Get to know my dedicated team
We are dedicated to our clients and here to help in any way we can. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Network of Specialists
Kacy Seitz
ChFC®, CLTC®, ChSNC®
Wealth Management Advisor
As a financial advisor who focuses on special needs planning, I provide clear, thorough and well-designed financial plans for special needs families because I am also a special needs parent who understands the importance of long term planning. I form close relationships with each family I serve and help them to regularly update their plan throughout their lifetime.
Brett J Stein
Long Term Care Specialist
I specialize in creating financial plans for professionals and families. My team and I firmly believe that financial planning doesn’t need to be stressful or confusing. We are passionate about helping our clients achieve their financial goals in an environment that is motivating, transparent, and pressure free. Our goal is to reduce financial stress so you can focus on what matters most to you.
Chris Martin Tanjuaquio
Wealth Management Advisor
Working together with clients in almost every capacity, our team concentrates on what's the most important now and what's controllable ahead. Protecting your family & income, we assist in building your retirement and focus on how to make it last, always making sure you don't work too long first. Purposely providing choices with a personal touch, we strive to make that difference... with a plan.