Associates

 
  • Carl A. Schultz, CRC ®

    Carl A. Schultz, CRC ®

    President/Chief Investment Officer

  • Eileen  J. Paul, CFP ®

    Eileen J. Paul, CFP ®

    Financial Planner

  • Lisa Peters

    Lisa Peters

    Senior Client Associate

  • Alexander

    Alexander "Sasha" Chernukha

    Chief Operating Officer/Chief Compliance Officer

  • Donald Schultz

    Financial Advisor