Networth Asset Management, Inc.

John Shumski is a financial advisor at Networth Asset Management, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Networth Asset Management since 2012, previously affiliated with Intercarolina Financial Services and Transitional Broker LLC. Outside of his advisory role, he serves as president of Wealth Planners Group, a business focused on insurance sales and consulting for debt and estate management, and is a board member of the National Association of Insurance and Financial Advisors state board. Networth Asset Management is a fee-based SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm manages client portfolios on a discretionary basis using model asset-allocation strategies, with ongoing monitoring and tailored advice aligned with client objectives.

Jonathan Leftwich is a financial advisor at NetWorth Asset Management, Inc. with four years of experience in the industry. He holds a Series 66 designation and has previously worked with firms including Northwestern Mutual and ANNIEMAC Home Mortgage. In addition to his advisory role, he is a licensed health insurance agent providing sales and service to individuals and small businesses. NetWorth Asset Management is a fee-based SEC-registered investment adviser serving individuals, pension plans, corporations, and trusts. The firm manages approximately $102.9 million in assets using discretionary portfolio management and model asset-allocation strategies tailored to clients’ investment objectives.

Roger Hubley is a financial advisor with Networth Asset Management, Inc., holding the CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Networth Asset Management since 1977 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of his advisory role, he serves as an officer of CarAmy, LLC, a real estate investment company. Networth Asset Management is a fee-based SEC-registered investment adviser providing discretionary portfolio management and consultation services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages approximately $102.9 million in assets, employing model asset-allocation portfolios tailored to client investment objectives with ongoing advice and regular portfolio monitoring.