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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Dylan L

Series 66

Sisseton, SD

Edward Jones

Dylan Lick is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Farmers Co-op Elevator from 2016 to 2018. Dylan holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Wade J

Series 66

Sisseton, SD

Thrivent Investment Management

Wade Johnson is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with Thrivent Investment Management since 2008. Prior to this, he worked at Thrivent Financial for Lutherans and has been involved in Wm Payloader Service since 1997. Outside of his advisory role, Johnson is active in his local community as the congregation president of New Hope Free Lutheran Church and participates in a traditional country music band. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning without portfolio management or institutional advisory services. The firm delivers goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing program.

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