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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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Eric R

Series 66

Gatesville, TX

Empower Advisory Group

Eric Reese is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at Advised Assets Groups, LLC, GWFS Equities, Inc., CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Outside the financial industry, he owns and operates Reese Athletic's, a personal training business serving high school, college athletes, and individuals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Scott J

Series 63, Series 66

Gatesville, TX

Independent Financial Group, LLC

Scott Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years before joining Independent Financial Group in 2019. Johnson serves as an officer and board member of the Boys & Girls Club of Gatesville. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with a range of investment options and account management styles.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Oliver P

ChFC®, Series 63, Series 65

Gatesville, TX

Edward Jones

Oliver Puhr is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at BBVA Compass Insurance Agency Inc, BBVA Wealth Solutions Inc., Compass Bank, BBVA Securities Inc., Old National Bank, LPL Financial, and Anchor Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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