How My Story and Expertise Shape How I Help Clients: With more than a decade of experience in financial services, I focus on helping individuals and families build confident, sustainable retirement strategies. My approach is rooted in trust, consistency, and a genuine commitment to long-term relationships. I believe investment planning is not just about numbers—it’s about understanding life goals, values, and the legacy clients want to create. By taking the time to truly know each client, I’m able to design thoughtful, personalized retirement plans that evolve alongside their lives. Before entering financial services, I spent several years running my own personal fitness training business. That experience shaped my philosophy of coaching, accountability, and long-term progress—principles I carry into my work as a financial advisor. Helping people improve their lives has always been my passion, whether through physical wellness or financial security.
What I Find Most Rewarding About My Work: The most fulfilling part of my career is building meaningful, lifelong relationships with the families I serve. Retirement planning is deeply personal, and I take pride in guiding clients through important decisions with clarity and confidence. Watching clients gain confidence as they move closer to their goals—and knowing I played a role in that journey—is what motivates me every day.
Life Beyond the Office: I live on Maryland’s Eastern Shore with my lovely wife, Amber, and our four children—Elizabeth, Emma, Jackson, and Jordan. Much of my time outside of work is spent cheering from the sidelines at soccer fields, baseball diamonds, and gymnastics meets. I’m also a competitive bodybuilder and prioritize staying disciplined in my routine, a value that influences both my personal and professional life. When I find a quiet moment, I enjoy watching and appreciating great films. My family, fitness, and creative interests provide balance and perspective that strengthen the way I show up for my clients.
Coty Schnake is state registered in DC, DE, FL, MD, NC, NJ, PA and WV.