Smithberg Wealth
Roger Smithberg, CFP庐, CIMA庐 has managed this independent firm since 1998. Based in Elgin, Illinois, Roger holds both the CERTIFIED FINANCIAL PLANNER庐 and Certified Investment Management Analyst庐 designations. His partner, Scott A. Schmidt, CFP庐 also holds the CERTIFIED FINANCIAL PLANNER庐 designation, and is a practicing attorney who has focused his independent law practice on estate planning for over a decade. Through wealth management, insurance, and estate planning solutions they help clients grow, preserve, and protect their wealth to leave a legacy for their loved ones.