Personalized Guidance. Long-Term Vision. Lasting Confidence.

At The Shoemaker Team, we start by listening—understanding your priorities, values, and financial goals. This foundation allows us to deliver strategies tailored to your unique circumstances, whether you’re building wealth, planning for retirement, or preserving your legacy. 

Our disciplined, holistic approach combines thoughtful investment management with comprehensive financial planning. Led by Kathy Shoemaker, our team provides clear, objective advice and adapts to a changing financial landscape through ongoing learning and innovation. 

We believe in open, transparent communication—explaining your options and ensuring you’re fully informed every step of the way. 

Our commitment is to empower you with confidence and peace of mind, so you can focus on what matters most. 

Contact The Shoemaker Team to discover how our approach can help you achieve your goals.