The Most Thoughtful Advisors You'll Ever Meet

Rob Color Pic resized 600






Robert P. Burns, CEO

Robert Burns has 14 years of experience as an investment advisor as well as experience in the banking industry as a branch manager, and in servicing loans.  His previous financial experience as well as over 20 years in customer service gives him the expertise to help you with your safety net program.

As a senior advisor, he routinely attends highly intense, ongoing training and study courses on the details of IRAs and other retirement accounts.  He has made a lifetime financial commitment to continue this training, and is regularly updated with all of the current IRA and IRS laws that affect you in retired years.

Mr. Burns stands alone because he only works with people close to or in their retired years.  He has the specialized training to take you through retirement years, and safeguard and preserve your nest egg for you and your family.

Robert is a Mason and a Shriner and is a member of the Sons of the American Legion.  He is also founder and Past President of the American Legion Riders, Post 184.

 DSC1407 (531x800)

Mike S. Schmoyer, COO

Michael Schmoyer started his career in the United States Army as an Airborne Ranger serving people throughout the U.S. and South America.  He then began a career as part of the Johnson & Johnson team focusing on such therapeutic areas as Oncology, Pain Management, Mental Health, Gastroenterology, Dermatology, Allergy and Infectious Disease.  As a Sales, Marketing, and Operations Executive he has led large sales teams, and has been part of launching some of the largest brands in the world. 

After a rewarding 20 year career at Johnson & Johnson he took an opportunity to begin helping retirees protect the assets that they worked a life time to accumulate.  He now has extensive experience building and managing multiple companies that focus specifically on the financial needs of people close to or in their retired years. 

Michael has also made a lifetime commitment as an active member of the American Legion, as well as his support to the Crohn’s and Colitis Foundation and Relay for Life.