Rick Schofield, ChFC, CLU, has spent over 30 years in the financial services industry. With a focus on high-level and complex financial planning strategies, Rick aimed to navigate intricate financial landscapes, allowing him to serve as an asset to individuals and businesses seeking bespoke solutions.

As a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU), Rick brings a profound understanding of financial intricacies to the table. These designations underscore his commitment to professional development and growth in navigating multifaceted financial challenges in a constantly changing landscape.

Throughout his career, Rick has aimed to deliver insights to clients with diverse needs. His experiences include investment strategies, estate planning, risk management, and retirement planning, making him a go-to resource for those requiring sophisticated financial solutions.

As a key figure in the firm, Rick Schofield plays a pivotal role on our financial team, contributing his strategic acumen and unwavering dedication to each client's financial success. His commitment to personalized service makes Rick an invaluable asset for individuals and businesses seeking holistic financial support.

Rick travels around the country meeting with clients to help them achieve their financial and life goals. He specializes in Financial Planning Analysis and Strategy, Business Mentoring, and the oversight of Schofield Enterprises, Inc. Rick and his wife, Lisa, reside in Lakewood Ranch, Florida.

Jesse serves as the Financial Planning Coordinator for our team. With a strong foundation in financial services and a commitment to delivering personalized and strategic financial planning solutions, Jesse plays a key role in helping clients achieve their financial goals.

Jesse also holds a role on the Money Concepts Advanced Planning Unit, a team of 11 Money Concepts Advisors who, through collaboration, develop holistic financial planning solutions that expand the scope of services they can provide to clients. All the while, MCAP designs replicable processes and training that are shared with the entire Money Concepts community

Professional Knowledge and Experience: Jesse's journey in the financial industry has been marked by a relentless pursuit of knowledge and a dedication to professional excellence. He has earned both the Chartered Financial Consultant (ChFC) and Tax Planning Certified Professional (TPCP) designations, helping to provide our team with advanced knowledge to craft practical, personalized solutions. This knowledge and experience positions Jesse as a devoted advisor capable of navigating the intricacies of our clients' financial landscapes.

Client-Centric Approach: At the heart of Jesse's philosophy is a deep commitment to understanding and meeting the unique needs of each client. By cultivating strong client relationships, and relationships with their other professionals, Jesse helps ensure that financial plans are not only comprehensive but also tailored to align with individual values and goals. Jesse's commitment to his clients is evident in his approachability, attention to detail, and ability to translate complex financial concepts into accessible, actionable insights.

Brennan brings a fresh perspective and a wealth of enthusiasm to our commitment to providing quality financial guidance. With a dedication to personalized service and a passion for helping clients achieve their financial goals, Brennan is poised to make a significant impact within our team.

Background and Qualifications: Brennan's journey in the financial industry is characterized by a blend of academic excellence and practical experience. Armed with a solid educational foundation in finance and a commitment to continuous learning, Brennan has swiftly translated theoretical knowledge into actionable strategies. As a recent addition to our team, Brennan's enthusiasm is complemented by a hunger to stay abreast of the latest trends and innovations in the financial world.

Client-Focused Approach: Brennan believes in the power of tailored financial advice. Recognizing that every client has a unique set of goals and challenges, Brennan takes a client-centric approach to financial planning. By actively listening and understanding the individual needs of clients, Brennan crafts bespoke financial solutions that resonate with their aspirations and circumstances.

Comprehensive Financial Guidance: As a Financial Advisor, Brennan's knowledge and experience spans various areas of financial planning, including investment management, retirement planning, risk assessment, and estate planning. Brennan takes a holistic view of financial well-being, providing clients with a comprehensive roadmap to navigate their financial journeys successfully.

Building Trust and Long-Term Relationships: Brennan understands that trust is the cornerstone of any successful advisory relationship. By fostering open communication, transparency, and reliability, Brennan aims to build enduring partnerships with clients. The goal is not just to provide financial advice but to be a trusted ally throughout each client's financial evolution.

As our team's Operations Manager, Allison Studyvin, MBA, brings a wealth of knowledge and experience and strategic leadership to our dynamic team. With a keen eye for detail and a passion for optimizing organizational efficiency, Allison plays a pivotal role in helping ensure the seamless functioning of our financial planning processes. Allison also holds a Notary license in the state of Florida, and we are happy to provide notary services to our Florida-based clients out of our Sarasota office in an effort to deliver both convenience and efficiency to your day.

Professional Background: Allison's journey in the financial industry began with a solid educational foundation. She earned her Master of Business Administration (MBA), equipping her with the theoretical knowledge and analytical skills needed to navigate the complexities of our industry. Her academic prowess is complemented by a hands-on approach gained through years of practical experience in both the medical and financial fields.