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.

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Michael Coleman is a CFP® with eight years of industry experience, currently serving as an advisor at Retirable since 2020. His prior roles include positions at Equity Multiple, Betterment, and Merrill. Retirable primarily serves individuals who are retired or approaching retirement, along with trusts and retirement accounts, offering financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, model portfolio options, and regular portfolio reviews under a fiduciary standard.

Sami Boghos is a financial advisor at Retirable with five years of industry experience. He holds a Series 65 designation and has previously worked at Policygenius and Greenwich Strategy. Retirable serves individuals who are retired or nearing retirement, as well as trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolio options with regular portfolio reviews and rebalancing.

Gabriel Gonzalez is a financial advisor at Retirable with one year of industry experience and holds a Series 66 designation. Prior to joining Retirable, he worked at Equitable Advisors, LLC and Northwestern Mutual. Outside of his advisory role, he volunteers as a Sunday School teacher at St. Roberts Catholic Parish and as a lacrosse coach in Ozaukee, Wisconsin. Retirable primarily serves individuals who are retired or approaching retirement, as well as trusts and retirement accounts, offering financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios with a fiduciary standard and uses client questionnaires and life-stage assumptions to develop retirement plans with ongoing portfolio monitoring and rebalancing.

Harrison Schaefer is a Series 65-licensed financial advisor at Retirable with five years of industry experience. He has worked at several organizations, including Heartland Alliance and Johnson Becker PLLC, before joining Retirable in 2021. Retirable serves individuals who are retired or nearing retirement, along with trusts and retirement accounts, providing financial planning and discretionary investment management primarily through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolio options with ongoing rebalancing and reviews.

James Di Stasi is a financial advisor at Retirable with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, Merrill, and Bank of America. Retirable primarily serves individuals who are retired or approaching retirement, along with trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm employs diversified ETF portfolios and individualized investment policy statements, offering model portfolio options with regular reviews and rebalancing under a fiduciary standard.

Hunter Neumayer is a financial advisor at Retirable with two years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and Avior Wealth Management. Outside of finance, he has experience in the restaurant industry with Stirnella Restaurant and Dante Restaurant Group. Retirable primarily serves individuals who are retired or approaching retirement, as well as trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm emphasizes diversified ETF portfolios, investment policy statements, and model portfolio options, delivering services under a fiduciary standard with regular portfolio reviews.

Robert End is a CFP® with five years of industry experience, currently serving as an advisor at Retirable since 2019. Prior to this, he worked at Policygenius for four years. Retirable primarily serves individuals who are retired or approaching retirement, along with trusts and retirement accounts, delivering financial planning and discretionary investment management through an online platform focused on diversified ETF portfolios and personalized Investment Policy Statements.

Michael Russo is a financial advisor at Retirable with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IBC Global Inc., Hornor Townsend & Kent LLC, and Northwestern Mutual in various capacities. Retirable primarily serves individuals who are retired or nearing retirement, along with trusts and retirement accounts, offering financial planning and discretionary investment management focused on diversified ETF portfolios and customized investment policy statements. The firm utilizes an online platform to deliver services and incorporates client life-stage assumptions with quarterly reviews and rebalancing.

Robert Epes is a financial advisor with Retirable, holding Series 65 and Series 66 licenses and six years of industry experience. His prior roles include positions at Masterworks Advisers, LLC, United American Securities, Inc., Bank of America, N.A., Merrill, and AXA Advisors, LLC. Retirable primarily serves individuals who are retired or nearing retirement, as well as trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm emphasizes diversified ETF portfolios, client-specific Investment Policy Statements, and model portfolios, with services offered under a fiduciary standard.