Direct booking

firm logo

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 Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 57369

Out of 400,000+ nationwide

user avatar
firm logo

Janel D

Series 66

Platte, SD

Edward Jones

Janel Du Frain is a financial advisor with Edward Jones in Platte, SD, holding a Series 66 designation and over 20 years of industry experience. She has been with Edward Jones since 2004 and is also currently involved with the City of Platte and BMI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Tait S

Series 66

Platte, SD

Thrivent Investment Management

Tait Sibbel is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience beginning in 2025. Prior to joining Thrivent, he worked at Ag Consulting Group and Cargill. Outside of his advisory role, Sibbel is involved in his community as the offensive coordinator for Platte Geddes High School football, president of the Platte Geddes Area Youth Football program, and president of the finance council at St. Peter's Catholic Church. He also owns and operates a family ranch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing a range of financial topics, while maintaining separate managed-account services and does not serve institutional portfolio management or adviser selection needs.

Business ownership considerations
firm logo

Trevor K

Series 66

Platte, SD

Edward Jones

Trevor Koehn is a Series 66 licensed financial advisor with Edward Jones, based in Platte, SD, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for six years at Autobody Specialists Inc. Outside of his advisory role, Koehn is involved in managing rental properties through his ownership of local LLCs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services and investment options, supported by a large network of advisors and branch offices across the country.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
user avatar
firm logo

Lacey H

Series 66

Platte, SD

Raymond James Financial

Lacey Hogan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. She previously worked at RNL Investments, LLC and Great Western Bank. Outside of her advisory role, Hogan is a joint owner and bookkeeper of an agricultural business, Hogan Honey Farms, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.