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.
Anne Schumann Buck
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: CA, CO, FL, GA, LA, TX, WI
Insurance: CA, CO, IN, MS, NC, TX
Jeremiah Pizana
Jeremiah grew up in Central Texas and attended Texas State University where he graduated with a Bachelors of Business Administration in Finance. He proceeded to work in the banking industry for 11 years and held positions such as a credit officer and commercial lender. He felt that business owners needed much more guidance above and beyond commercial lending services. With a passion for helping business owners and a love for finance, Jeremiah's transition to financial planning was a natural fit. He eagerly began a financial planning practice in Central Texas under the name LibertyCrown Financial Planning.
Jeremiah's financial experience, customer service and attention to detail enables him to help clients pursue their long-term financial goals. Understanding that everyone's financial and life situation is unique, Jeremiah provides his clients with a customized plan which he believes is essential in order to do what's in the best interest of his clients.
Jeremiah's desire to help others is not only demonstrated in his professional life but his personal life as well. He has been an active member of the Rotary Club since 2007 and had the honor of serving as president in 2011-2012. He is a 2010 graduate of the Leadership San Marcos program where he also served on the Board of Directors in various positions. Jeremiah also serves on the Board of Directors for the Kyle Chamber of Commerce.
Jeremiah has five children and has been happily married to his beautiful wife Jessica for over four years. In his free time, he enjoys spending time with his family, outdoor activities and giving back to his community.
State Licenses
Securities: TX, CO, FL, SC
Insurance: TX
