Our story
In New Braunfels, a new chapter in wealth management begins with the formation of Trinity Oak Wealth Partners. Anne Buck, carrying on the legacy established with her father, Merritt J. Schumann, and Jeremiah Pizana have merged their respective firms, Schumann & Buck Financial Services and LibertyCrown Financial Planning. With a combined experience of over 45 years, Trinity Oak Wealth Partners is poised to deliver personalized guidance, proven expertise, and comprehensive wealth planning for generations to come.
Managing PartnerAnne Schumann Buck, ChFC, CLU
In 1990, Anne Schumann Buck joined her father, Merritt J Schumann, in business after graduating from the University of Texas at Austin. Anne holds certifications as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) as designated by the American College. She maintains her Series 7, 65, 63, and 6 licenses in additional to her Group 1 license. Anne specializes in comprehensive financial planning and wealth management with an emphasis on retirement and estate planning.
Anne is a member of several professional organizations including MDRT (Court of the Table), FSI, NAIFA. She also enjoys volunteering in her community and church. She is currently a member of the Greater Chamber of Commerce of New Braunfels, the NBISD Educational Foundation, the Comal County Texas Exes, the Pastoral Care Board of First Protestant Church to name a few.
Anne is married with three children, Meredith, Tyler, and Jenna. She enjoys traveling, exercising, and spending time outdoors.
State Licenses
Securities: CO, GA, LA, OK, TN, TX, UT, WI
Insurance: TX
Managing Partner
Jeremiah Pizana, CPFA
Jeremiah grew up in Central Texas and earned a Bachelor's in Business Administration in Finance from Texas State University. He worked in banking for 11 years as a credit officer and commercial lender. Believing business owners needed more support, he switched to financial planning due to his passion for finance and helping others. He founded LibertyCrown Financial Planning in Central Texas.
With his expertise in finance, customer service, and detail-oriented approach, Jeremiah helps clients achieve long-term goals through personalized plans tailored to their unique situations.
Beyond work, he shows his commitment to helping others through community involvement: a Rotary Club member since 2007 (president in 2011-2012), a 2010 graduate of Leadership San Marcos (served on its board in various roles), and a board member of the Kyle Chamber of Commerce.
Jeremiah is married to Jessica and a father of five. In his free time, he enjoys family outings, outdoor activities, and community service.
State Licenses
Securities: TX, CO, FL, NY, SC, AL
Insurance: TX
