Retirement plan administration and design services for businesses.

We are an independent wealth management and retirement plan advisory firm committed…

To helping individuals, families, and business owners make informed financial decisions with clarity, discipline, and confidence.

Our firm was built on a simple but uncompromising principle: every recommendation must be made in the client’s best interest.

As fiduciary advisors, we are legally and ethically bound to put our clients first. This responsibility shapes everything we do—from how we construct retirement plans to how we design long-term investment and wealth strategies. We do not sell products or follow preset models; instead, we deliver objective, customized guidance designed around your specific financial goals and circumstances.

Our clients come to us with complexity—

Business ownership challenges, retirement planning uncertainty, tax considerations, legacy questions, and risk management concerns.

We bring structure to that complexity by integrating all aspects of your financial life into a cohesive, forward-looking plan.

We believe that effective financial planning is not a one-time event, but an ongoing relationship. Markets change, tax laws evolve, businesses grow, and families transition. Our role is to provide continuity, perspective, and disciplined guidance through every stage of those changes.

Financial documents, calculator, and glasses for retirement plan management.

Our Team

Alex Schoenbrun

Investment Adviser Representative
LifeMark Securities Corp.
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Alex Schoenbrun

Investment Adviser Representative
LifeMark Securities Corp.

Member FINRA / SIPC

Alex Schoenbrun is a Registered Investment Advisor with more than 13 years of experience focused on helping business owners, individuals and families build, preserve, and thoughtfully transfer their financial legacies. With a client-first philosophy, Alex brings a disciplined, long-term approach to navigating complex financial decisions, combining strategic insight with highly personalized guidance. He believes that effective wealth management is rooted in trust, transparency, and a deep understanding of each client’s goals and values.

Outside of his professional work, Alex is a devoted husband to Gabrielle and a proud father to Miles and Theo. His commitment to family informs both his personal life and his professional perspective, reinforcing his belief in generational estate planning.  

Alex maintains a well-rounded set of interests outside of the office.  He is an avid sports fan and enjoys participating in a variety of athletic activities with his sons.  He also values travel to broaden perspective and experience different cultures.  Music is another longstanding passion, and every summer you can find him as a regular attendee of performances at Ravinia Music Festival in Highland Park.  In addition, Alex takes an active interest in current events and public policy, staying informed on political and economic developments that may impact clients and the broader financial landscape.

Through both his professional expertise and personal values, Alex is committed to helping clients pursue their financial goals with confidence, clarity, and a long-term vision.

Steven Schoenbrun

Registered Representative
LifeMark Securities Corp.
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Steven Schoenbrun

Registered Representative
LifeMark Securities Corp.

Member FINRA / SIPC

Steven Schoenbrun is a Registered Representative and Pension Consultant with more than 46 years of experience helping individuals, families, and businesses navigate the complexities of retirement and financial planning.  As a seasoned Pension Consultant, Steven has dedicated his career to designing thoughtful, practical solutions that help clients build, preserve, and transition wealth with confidence.

Steven specializes in the design and implementation of advanced retirement plan strategies, including cross tested 401(k) Safe Habor plans and Cash Balance Plans. His expertise in these sophisticated structures allows business owners and high-income professionals to maximize contributions, enhance tax efficiency, and align retirement plans with broader financial goals.

Throughout his decades in the industry, Steven has earned a reputation for combining deep technical knowledge with a highly personalized approach. He understands that no two financial journeys are the same, and he takes pride in guiding clients through every stage—from accumulation to retirement and beyond—with clarity and care.

In addition to his professional accomplishments, Steven embraces an active and well-rounded lifestyle. He is an avid pickleball player and golfer, enjoys fly fishing, and values the perspective gained through travel. He also maintains a presence in South Florida, where he continues to serve clients while enjoying the good weather. Steven’s longevity in the field reflects not only his expertise, but also his commitment to building lasting relationships grounded in trust, integrity, and results.