Associates

 
  • Carl A. Schultz

    Carl A. Schultz

    President/Chief Investment Officer

  • Eileen  J. Paul, CFP ®

    Eileen J. Paul, CFP ®

    Financial Planner/Chief Compliance Officer

  • Lisa Peters

    Lisa Peters

    Senior Client Associate

  • Alexander

    Alexander "Sasha" Chernukha

    Chief Operating Officer

  • Donald Schultz

    Financial Advisor

  • Kelly Schultz

    Marketing and Business Development Manager