MEET THE TEAM

TAYLOR R. SCHULTE, CFP®

FOUNDER & CEO

Jon M. Luskin, MBA, CFP®

FINANCIAL PLANNER

Paul Spitzer

TECHNOLOGY OFFICER

Paul manages our industry-leading technology platform to ensure a fast, secure, and rewarding environment for our amazing clients.

MaryBeth Brown

OPERATIONS AMBASSADOR

MaryBeth keeps our back-office running smoothly so we can stay focused on what we do best – helping our clients make smart decisions with their money.

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Jill Young

COMPLIANCE CONNOISSEUR

Jill is the anchor to our ship. She ensures our firm complies completely with the standards set by the Securities and Exchange Commission (SEC).

STRATEGIC PARTNERS

Fidelity Institutional serves as one of our custodians to investment accounts we manage on your behalf. While you grant us permission to make investment decisions, accounts are always held in your name.

With 40,000-plus associates, their global presence spans eight other countries across North America, Europe, Asia, and Australia who are also working tirelessly to meet the needs of their customers.

Fidelity oversees $5.2 Trillion in customer assets (as of 12/31/15).

As an independent investment advisory firm, we are not obligated to use specific investment products. Our job as a Fiduciary is to seek out the best solution at the best price for our clients. More often than not, Dimensional Fund Advisors (DFA) is that solution.

Decades of financial research have identified dimensions of higher expected returns in the global capital markets. Portfolios can be structured around these dimensions, which are sensible, backed by data, and cost-effective to capture in diversified portfolios. Dimensional designs and manages strategies to pursue these dimensions for investors around the world.

Founded in 1981, DFA manages $409 Billion for investors worldwide (as of 3/31/2016).

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10 Tips for Achieving a Better Investment Experience

Growing wealth has no shortcuts. Download our free guide and learn from an industry-leading financial planner how to make smart decisions with your money.

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