If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us. We can work together to plan for a sound financial future. Whether an individual, family, or business, we have the background and track record that add up to wise investment.

Worked alongside Business Owner/Lead Independent Financial Advisor of Schuster Financial Services, LLC on key business initiatives. Financial Advisor recognized in Top Ten Advisors in production nationwide at Principal Securities.Managed team members to ensure high quality service delivered to clients and created a referable experience managing the firm's brand. Supervised daily operations and all client activities.Served as primary contact in delivery of office services and issue resolution for clients and team members. Managed all project tasks, ensuring progress against established objectives, timelines, deliverables and quality standards.Created and implemented a fluid process for preparation for client meetings. Oversaw process and procedure efficiencies, appointment preparation and action items following meetings.Developed trusted relationships with home office partners, clients and their centers of influence.

Prepare individual and corporate federal and state tax returns.