You can tell a lot about a firm when you look at the values of the people who run it.

You can tell a lot about a firm when you look at the values of the people who run it.

Meet the hearts and minds behind the scenes at Schumaker Financial

We think outside the box but keep it simple.

We shoot straight, stay humble, and do the right thing. It’s a formula that’s worked for 31 years, and no matter what happens, we have no plans to change who we are or what we stand for. We know people count on us to help make a difference in their lives—and we take our responsibility to our clients very seriously. 

Six things you can expect from us.

Here are principles we adhere to.

  • Gratitude

    We know people have options when it comes to who they choose to help with their retirement income plan. That’s why we’re grateful we’ve earned their respect.

  • Education

    We believe in knowing things, and that’s why we’re always bettering ourselves, trying to learn as much as we can. That’s a value we try to pass on to our clients.

  • Family

    We know what matters: Family. We also know that what we do while we’re here will outlast us.

  • Freedom

    Being independent means you’re able to say you’re loyal to your family and your clients. By maintaining your freedom, you can help others and put their interests first every time.

  • Simplicity

    The shortest distance between two points is a straight line. We never obfuscate, confuse, or mystify—we want things direct, simple, and to-the-point.

  • Faithfullness

    We are dedicated to our values and principles, and we believe in remaining faithful to what we believe in, no matter what.

  • Gratitude

    We know people have options when it comes to who they choose to help with their retirement income plan. That’s why we’re grateful we’ve earned their respect.

  • Education

    We believe in knowing things, and that’s why we’re always bettering ourselves, trying to learn as much as we can. That’s a value we try to pass on to our clients.

  • Family

    We know what matters: Family. We also know that what we do while we’re here will outlast us.

  • Freedom

    Being independent means you’re able to say you’re loyal to your family and your clients. By maintaining your freedom, you can help others and put their interests first every time.

  • Simplicity

    The shortest distance between two points is a straight line. We never obfuscate, confuse, or mystify—we want things direct, simple, and to-the-point.

  • Faithfullness

    We are dedicated to our values and principles, and we believe in remaining faithful to what we believe in, no matter what.

Who are the faces

behind Schumaker Financial?

People and what they stand for define a place of work.

That’s why we choose the most ethical, talented people we can find, and set them to work on our clients’ behalf.


Meet them here.

Jeffrey A. Schumaker, CLU
President & CEO

Jeffrey Schumaker has built his life, and his retirement income planning firm, on the Golden Rule. With 36 years in the business, he comes to work every day knowing he could help people. He chooses to put their needs ahead of his own, to treat his clients like family, and to ensure the company he's building is a true family-run—and family-focused—firm. His values inform the business.


Jeff holds credentials from The American College (Chartered Life Underwriter, CLU), and is AHIP Certified (Medicare). When he’s not in the office, he prefers to spend his time outdoors, fishing, hiking, and golfing, especially with his family—his daughter and son-in-law, Anna & Jarek, their children Urijah, Micah, Jace, Caroline & Maddox, his son and wife, James and Sara Beth and their daughter Caroline as well as his son Thomas, and the love of his life, his wife, Nancy.

James A. Schumaker

Investment Advisor Representative

Life & Health Insurance Specialist

9 years of service

james@schumakerfinancial.com

Thomas E. Schumaker

Life & Health Insurance Specialist

9 years of service

thomas@schumakerfinancial.com