Schamberger Wealth Management is comprised of a dedicated team serving the financial planning and investment management needs of individuals, families, and business owners. Our mission is to help clients establish their financial goals and implement a plan enabling them to achieve financial independence.
Larry has been in the financial services industry since 2001 working as a Financial Consultant with individuals and small business owners. His work includes investment advice and guidance from the early stages of saving progressing through to the retirement phase, with emphasis on retirement planning. He is a Charted Retirement Planning Counselor, a designation completed through the College of Financial Planning.
As an independent LPL financial advisor, He provides independent investment advice and offer strategies that appropriately suit his client's needs. He also offers Life insurance and Long Term Care insurance through many high quality insurance companies.
His goal is to lessen the burden of managing your financial matters and develop a confident financial future allowing you to enjoy what you have worked so hard for.
Tom became an advisor after leaving a career in education. As an advisor, he has obtained his Accredited Wealth Management Advisor (AWMA) designation through the College for Financial Planning. In addition to managing client portfolios, he also helps small businesses and individuals pursue their financial goals through fee-based independent advice.
Brenda brings over 24 years of experience in the financial industry to our team. She assists the advisors in all aspects of the practice, including client relations. In addition to support, she works with the back office to ensure accuracy with complex requests.
Lisa is provides a high level of client service and is an integral part in streamlining office workflow and client relations. She is the main contact point for clients and assists with day to day operations and client requests.