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Team Members

NICK SCHULTE

NICK SCHULTE

CO-OWNER

CPA,CFP®, AIF®

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CATHY LOTZ

CATHY LOTZ

MANAGER & SENIOR ASSISTANT

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AMANDA PATCHELL

AMANDA PATCHELL

ADMINISTRATIVE ASSISTANT

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LEAH SCHULTE

LEAH SCHULTE

CO-OWNER

CFP®, LPC

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JONIE HINTON

JONIE HINTON

ADMINISTRATIVE ASSISTANT

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NEAL SCHULTE

NEAL SCHULTE

SENIOR CONSULTANT

CPA/PFS, CFP®, AIF®

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BLAINE REYNOLDS

BLAINE REYNOLDS

PARAPLANNER & CPA

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