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As Certified Financial Planner® licensees, our advisors are general practioners first. Their training is broad in scope and crosses all the fields of personal finance: taxes, investments, insurance, risk management, estate planning, retirement plans, banking and employee benefits.
As NAPFA Registered Personal Financial Advisors® they help you create your plan. Depending on the level of service you desire or can afford, they will help you coordinate implementation with your CPA, attorney, insurance agent, banker, stock broker and other financial advisors.
Our advisors also have specialized skills and individual areas of expertise. By working as a team they provide a higher level of competence and service than a solo practioner.
Each advisor bio includes his credentials, experience and the personal story of his career journey.
Robert J. Schumann
Larry J. Soukup
SUPPORT TEAM
Robin Curry is our Director of Client Services and Manager of the Salida Office. Robin has a background in accounting and real estate.
Jana Schumann is our Director of External Communications and Manager of the Buena Vista Office. Jana holds a BSN from The University of Wisconsin-Madison and is a licensed RN.
TECHNOLOGY CONSULTANTS
David Ron, Co-Founder and CEO of TKT Technologies, Inc.; retired CEO of Accenture Israel and retired partner of Accenture International; systems integration and efficiency consultant whose former clients include Vanguard, SEI, Commerz Bank, Reliance Insurance, Eurobank, Subaru of America and CitiBank.
Eldad Taub, Co-Founder and President of TKT Technologies, Inc.; Founder and President of CADENT, Inc.; Sales Director, Tecnomatix; inventor of new technologies and business models, holder of numerous patents, experienced in IP strategy and prosecution, raised venture capital for two hi-tech companies.
Brenda Shafstall, Founder of CEP Advantage; Website design and multi-media specialist
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