Benita Creacy, CDFA, CFP
I provide services to support you Pre-Divorce with financial analysis on how a divorce settlement could affect your lifestyle; during divorce whether you are doing it yourself, using mediation or going through ligation; and Post-Divorce to handle re-titling assets, QDROs or financial planning. I will help you understand your finances, tax consequences and issues so you can make the best possible decisions for your future as a newly divorced person.
Daniel Schultz, CFP®, CDFA™, CRPC® , APMA®
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, insurance and taxes — ask targeted questions and listen closely to your answers. I want you to feel that the advice I provide reflects your unique dreams and goals. I believe in giving back to the community. Helping others in their time of need is one of the most fulfilling aspects of my life. Outside of my practice, I believe that giving of oneself with no expectation for anything in return is how we make the world a better place.
Jamie Sladky, CDFA
I have always strived to make finance more understandable and accessible to my clients. During my early years in the business, I saw the importance in educating and enlightening my clients as well as the need to help people going through the life changes brought about by divorce and death of a spouse. I take great pride in the relationships I’ve built with my clients as I help them through the often traumatic transitions that affect not only their personal life but also dramatically change their financial futures.
Nadia Shokhi, Wealth Manager, CDFA
I have always been an A student in school, work, and in life, and for me, that translates into giving A+ service to my clients. Every day I look for ways to take care of them and add value to their lives. My mission to provide women with the knowledge and tools they need to face the financial issues that come with big life transitions like divorce, widowhood, and retirement.