We Create Lasting Partnerships By Putting You and Your Needs First

Meet the professionals who can guide you to a retirement of purpose, security and joy.

Experienced. Dedicated. Focused.

Our team puts you at the center of everything we do.

Brian Askins

Chief Executive Officer

Pat Schmidt

Managing Partner

Roger Short

Chief Visionary Officer

Joe Skelley

Director of Retirement Education & Strategy

Jay Curatti

Director of Retirement Planning

Thomas Graziano

VP of Strategic Development

Amanda Fetty

Executive Assistant

Ty James

VP of Medicare & Health

Amber Zelewicz

Retirement Service Manager

Sam Russo

Retirement Advisor & CPA

Joshua Burns

Retirement Advisor

Cole McVay

Retirement Advisor

Jarrod Null

Retirement Advisor, M.S., CFP, ABFP, CRPC

Joshua Jean-Marie

Senior Marketing Manager

Eric Miller

Retirement Advisor

Tristin Tillman

Retirement Service Advisor

Aaron Metts

Marketing Strategist

Flat Rate Fee

We believe advisor fees should not be assessed based on the size of your account but based on the services and value you are receiving during retirement.  Our Team charges an easy-to-understand flat fee based on the actual suite of services we provide.

Let's Talk

Make Memories. Make a Difference. Make Your Mark.

It’s never too early — or too late — to make the most of your finances and your future. Get started today by scheduling you On-Track Retirement Review.

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