How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
MATTHEW EDMISTON
Financial Consultant
Matthew Edmiston is a Financial Consultant and founding partner with Focus Wealth Management. He brings over 15 years experience working with individuals primarily in four key areas: retirement planning, higher education funding,...
SCOTT C PETRANEK
Financial Consultant
Scott Petranek, CFP®, a Financial Consultant and founding partner with Focus Wealth Management, has been working with individuals in the areas of Investment Planning, Retirement Planning, Insurance and Estate Planning, and College...
JOHN SCHABLEIN
Financial Consultant
John Schablein, CFP®, a Financial Consultant and founding partner of Focus Wealth Management. John and his partners started the firm in 2008 based on a commitment to sound portfolio and risk management that is client centered. John...
MICHAEL CURLEY
Financial Consultant
Michael Curley is a Financial Consultant with Focus Wealth Management. Mike brings over 13 years of investment experience, working with individuals and small businesses, placing an emphasis on investment, insurance, retirement and...
JARRED SMITH
Financial Consultant
Jarred Smith is a Financial Consultant. Jarred has been in the industry since 2010 with in depth knowledge of insurance company products. Helping people understand how their money is working for them is what Jarred enjoys most about...
LEO BROERMAN
Registered Principle
513-563-0900
Leo has been serving his clients as their Financial Planner since 2002. For each of his clients, Leo strives to help create financial stability and to achieve their financial goals and independence. This is accomplished by taking the...
LAINEY HOLBROCK
Office Manager
513-834-9666
Lainey joined Focus Wealth Management in 2015 and brings over 9 years of management and customer service experience to her office manager role. Her strong commitment to detail and client service is a tremendous asset to our team....
ROBERT SCHAEFER
Financial Consultant
Rob Schaefer, a Financial Consultant with Focus Wealth Management LLC, has been helping clients with retirement planning, investment strategies, insurance, and estate planning for 20+ years. He joined Focus Wealth Management in 2021...