Founded by Craig Schubert and Matthew Koppelman, our firm leverages 40+ years of financial planning experience to deliver personalized financial strategies and the support you need to succeed. We believe understanding the “why” behind each your goals and aspirations is essential for creating strategies that resonate with your values and dreams. By engaging in meaningful conversations, we ensure that our plans reflect not just financial objectives, but the personal motivations driving them. This client-centered approach allows us to empower you and your family. We are committed to fostering client relationships and building lasting trust.
We believe that education is the key to effective financial planning and implementation. Our mission is to simplify complex financial concepts, ensuring you fully understand your options and feel confident in your decisions. We take pride in our teaching techniques and enjoy guiding you through every step of the planning process. At Precision Wealth Planners, your financial wellness is our passion. Let us help you navigate your financial landscape with precision and clarity.
Your Qualified Team of Experts
Craig W. Schubert
RFC®, Founder, Financial Planner
I have over three decades of experience helping individuals, families, and businesses pursue their financial goals.
Matthew Koppelman
CFP®, WMCP®, Co-Founder, Financial Planner
I’m passionate about creating financial planning experiences that make my clients feel understood, supported, and empowered.
Matthew Pepe
Financial Planner
I specialize in helping individuals, families, and business owners in the Washington, DC area pursue their financial goals.
Ryan Schubert
Associate Advisor
I help lead the firm’s life insurance process end to end while supporting the planning team across technology and marketing.
Shawna Simmons
Client Relationship Manager
I truly love what I do, especially because it gives me the opportunity to connect with so many different types of people.
Lars Henrikson
Financial Planner
My role focuses on providing behind-the-scenes planning support that helps the advisors at Precision Wealth Planners.
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