Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Meet the Peak Retirement Planning Team

Peak Retirement Planning is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

joe-schmitz

Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Owner & CERTIFIED FINANCIAL PLANNER™

jill-schmitz

Jill Schmitz

Director of Client Services

charlie-klarskov-bright

Charlie Klarskov

Marketing Director

josh-richardson

Josh Richardson

Financial Planner

elisa-arnone

Elisa Arnone

Operations Specialist

dominic-garris

Dominic Garris

Financial Planner

stephen-reid

Stephen Reid

Strategic Partners

Investments

derek-prusa

Derek Prusa, CFA, CFP®

andrew-vanderschaaf

Andrew VanDerSchaaf, CPA

benjamin-webster

Benjamin Webster, CFP®

Call Now Button