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...
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...
KELLIE KAMMER
Office Manager
5138349666
Kellie joins Focus Wealth Management after 15 years in the non-profit sector, where she spent the last 8 years in the Advancement and Athletic Departments at Seton High School. Kellie was born and raised on the westside, graduating...
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...