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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Laine Schoneberger
Chief Investment Officer & Managing Partner at Yrefy


Laine started his first company at age 18, growing and eventually selling, allowing him to follow in his father’s footsteps and enter the family-owned financial services business in 1995. Working alongside his father, Bob Schoneberger, Laine worked his way up to become President of Campbell, Schoneberger & Associates, Ltd., in 2007. After his father retired, Laine grew the company, merging it with another financial services company.

For 19 of his 25-year career in the financial services industry Laine carried several securities licenses managing over $150,000,000 for his clients. In 2012 Laine decided to exit the securities business, selling the investment practice to his partner to focus on his family and growing his insurance-based practice, Strategic Insurance Inc.

Strategic Insurance quickly became a nationwide Brokerage General Agency specializing in business and estate planning, emphasizing insurance-based and tax strategies. Laine has mentored and coached several hundred advisors across the country.

In January 2019, Laine sold his majority interest in Strategic Insurance Inc. to his partner to focus his attention on Yrefy.

Laine is a graduate of and holds several professional designations from the American College of Financial Services, including the ChFC (Chartered Financial Consultant, May 2003) and CLU (Chartered Life Underwriter, September 2006), and the LUTCF (Life Underwriter Training Council Fellowship, March 1998) designations.

As a founding member and the Chief Investment Officer & Managing Partner of Yrefy, LLC, most days are spent overseeing capital raise for the company working alongside the Investor Relations Team directly with Investors and Investment Advisors.

Yrefy is a company founded on Innovation; Laine spends significant time working with his Partner, Don Fenstermaker, enhancing the product design and developing the software that drives the company.

Laine and his wife Lisa, both Arizona natives, were married in November 2000 and have four children. Laine enjoys time at the family cabin and doing anything outdoor-related with his family and friends.

Agenda Sessions

  • WealthTech Summit Keynote Address: Investing in America’s Future