Our Team

Our Story

The team of fiduciary financial advisors at Forefront Wealth Management deploys over 80 years of combined investment experience. Our roots date back to the early 1980s when Carl Schultz, Chief Executive Officer and Chief Investment Officer, entered the financial services industry. Today, our team is at the forefront of leading a new era in the financial services industry as fiduciary advisors serving the needs of a select group of individuals, families, and businesses.

Carl Schultz

Carl Schultz

Chief Executive Officer, Chief Investment Officer
Eileen Paul

Eileen Paul, CFP®

Financial Planner, Chief Compliance Officer
Donald Schultz

Donald Schultz

Financial Advisor
Lisa Peters

Lisa Peters

Senior Client Associate
Kelly Schultz

Kelly Schultz

Marketing and Business Development Manager