Meet Our Team

Leadership

Discover our support team. We engage the financial and legal industry to bring you the best advisors from across the spectrum. All of our people are dedicated to applying their decades of experience to solving our clients’ unique challenges.

Roccy DeFrancesco, JD

Chairman & CEO
Roccy DeFrancesco, JD is the founder and chief executive officer of the Its Your Wealth.

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Sandie Lieberg

Vice President
Sandie Lieberg has over 5 years of executive leadership experience.

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Our People

Get to know the men and women who blaze new trails for us every day—and who look dang good doing it.

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BLAIR SCHADLER

Financial Planner

Blair Schadler has been a comprehensive Financial Planner since 2011, after serving 15 years as Operations Manager for Nations Title Agency of Michigan. His extensive experience in the world of real estate compliments his role as an Investment Advisor Representative affiliated with Horter Investment Management, LLC.

This designation enables him to offer a full array of wealth management, retirement income planning, and financial planning services in addition to insurance strategies.

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Are Your Assets At Risk?

Does your retirement plan need rethinking?

We use technology to give you the tools to make real-time changes to your portfolio and your life.

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Wealth Preservation

Annuities Asset Protection World Building Customer Family Financial Generational Wealth International Investment Risk Residential Retail Wealth Creation

Qualified Retirement Plans

Are You Wondering if Your Business is Set Up Properly

An absence of thoughtful buy-sell planning can lead to loss of value, litigation, and failed transition for your business interests upon a wide range of trigger events.

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