Real Financial Leadership
This is an intimate subject and a personal process. With Lumitas, you can count on a comfortable, guided, nonjudgmental planning experience.
Is it a match?
Our financial services are designed for the long-term. Find an advisor that fits.
Who You Are
You are busy, hardworking and freedom-loving. You value confidence and love the people around you. You’re looking for professional support as you build your life and help your family.
Who We Are
We are the straightforward, friendly advocates that will work tirelessly to help see you through to your free-est life. We strive for extraordinary, and are grateful to share our experience in this way.
Always ourselves.
You can count on us to be kind, enthusiastic and responsive to you and everyone in your circle. We are passionate about what we do and the people we serve.
Founders
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Read More: Dana Schwinck, CFP®Dana Schwinck, CFP®
Co-Founder, Managing Director
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Read More: Justin MishacoffJustin Mishacoff
Co-Founder, Director
Support Team
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Read More: Joyce MurphyJoyce Murphy
Client Experience Specialist
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Read More: Jennifer RathJennifer Rath
Wealth Management Associate
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Read More: Mary BollingMary Bolling
Client Service Associate
