Let's move forward. Together.

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Steve was born and raised in Niles, Michigan. He attended Michigan State University and graduated with honors with a Bachelor of Science degree in Economics. He has a passion for coaching and mentoring people in all walks of life based on his many years of experience advising clients.

Steve has been a financial advisor since 1981 and a Portfolio Manager since 2000. He is committed to delivering professional investment management and building personalized relationships with his clients. He also focuses on helping clients with education funding and structures for charitable giving. Steve is FINRA-registered and holds his Series 7 and 63 securities licenses as well as licenses for life insurance and annuities.

Steve and his wife, Anita live in Paradise Valley, Arizona; and are the parents to 3 grown sons and 6 grandchildren.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America's Top Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Michigan State University, Bachelor of Science degree in Economics - with honors

• Senior Portfolio Manager

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• CA
• CO
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• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
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• TN
• TX
• UT
• VA
• VT
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• WY

Drawing on over 15 years of experience in wealth management, Stockton advises clients through complex market cycles and pivotal life stages. He focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs which helps to ensure every strategy is grounded in an understanding of what each client wants to achieve. 

By fostering deep client relationships, he helps families effectively incorporate the younger generations into wealth planning via education and modern communication.

Outside the office

Stockton lives in Paradise Valley, AZ with his wife, Courtney; sons, Navy and Knox; and daughters, Brighton & Merritt.  Stockton is a licensed pilot and can be found at the airport or in the sky on a typical weekend.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2021, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Financial Planning Top 40 Financial Advisors Under 40, 2024, 2025The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Arizona State University's W.P. Carey School of Business, Bachelor of Science degree in Management

• Senior Portfolio Manager

• AZ
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• ID
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• IN
• KS
• MA
• MD
• MI
• MN
• MO
• MS
• MT
• NC
• NH
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• SC
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• WY

Merica has dedicated 4 years with The Schultz Group, totaling 25 years of wealth management experience. She plays a central role in enhancing our client experience while managing the Schultz Group. Merica takes pride in developing close relationships so she can help address client’s greatest concerns and share in their successes. Merica holds her Series 7, 9/10 and 66 securities licenses.

Merica lives in Scottsdale with her daughter. She enjoys spending time with her daughter, traveling and cooking.

Contact Merica for the following:
– Scheduling in-person and virtual portfolio review meetings
– Referring a potential new client to the Schultz Group
– Follow up items after portfolio review meeting
– Complex questions and leveraging UBS resources on your behalfKristine

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Kristine has dedicated 7 years with The Schultz Group, totaling 8 years of financial industry experience. She has strong problem-solving skills and is thorough when tackling any task. She graduated from Pepperdine University with a B.S. in Business Administration. She holds her Series 7 and 66 securities licenses.

Kristine was born and raised in Paradise Valley, AZ. Kristine lives in Scottsdale, AZ, with her husband, Jordan. She likes to bake, travel and try new restaurants.

Contact Kristine for the following:
– Specific equity and bond research
– Cash transfers - wires, ACH, EFT and checks
– Credit line opening and transfers

• Pepperdine University, Bachelors of Science in Business Administration

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• CA
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• DC
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• FL
• GA
• HI
• IA
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• IN
• KS
• MA
• MI
• MO
• MT
• NC
• NH
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• NM
• NV
• NY
• OK
• OR
• PA
• SC
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• TN
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• UT
• WA
• WI
• WY

Nate has dedicated 3 years with The Schultz Group, totaling 10 years of financial industry experience. He specializes in building strong client relationships and crafting risk management programs for businesses and individuals. Through collaborating with advisors, he ensures effective asset allocation recommendations and portfolio strategies.

A proud graduate of Purdue University, Nate earned his B.S. in Sales and Marketing. He holds his Series 7 and 66 securities licenses, as well as life and health insurance certifications.
Originally from Mishawaka, IN, Nate resides in Scottsdale, AZ with his wife Maddie and three children. Outside of work, he enjoys coaching youth flag football, golfing, and exploring the outdoors.

Contact Nate for the following:
– Specific equity or bond research
– General market and economic questions
– Portfolio allocation and construction questionsSam

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Purdue University, Bachelor of Science degree in Sales and Marketing

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• RI
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Elias has dedicated 1 year with The Schultz Group, totaling 4 years of financial planning experience at UBS. He graduated Summa Cum Laude from Creighton University, where he studied finance with a focus on financial planning. He holds his Series 7 and 66 securities licenses along with being a Certified Financial Planner.

Elias was born and raised in Minneapolis, MN and currently resides in Scottsdale, AZ. Outside of the office, he enjoys golfing, playing and coaching hockey, and spending time with family and friends.

Contact Elias for the following:
– Building customized financial plans for:
– Retirement
– College savings
– Cash flow
– Annuities and Life Insurance inquiries

• CERTIFIED FINANCIAL PLANNER®

• AZ
• CA

Mia has dedicated 3 years with The Schultz Group, totaling 8 years of customer service experience. She moved to Arizona to attend Arizona State University where she completed her bachelor’s degree in Financial Planning. She holds her Series 7 and 66 securities licenses. Mia also achieved the Certified Financial Planner designation.

Mia was born and raised in the Chicago area and currently lives in Phoenix, AZ. She spends her free time hiking outdoors and enjoying the beautiful weather year-round.

Contact Mia for the following:
– New account opening and maintenance
– Cash transfers i.e. wires, ACH, EFT and checks
– Credit line opening and maintenance
– Donor Advised Fund administrationNathan

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• TX

Sam has dedicated 3 years with The Schultz Group, totaling 8 years of financial industry experience. He attended Purdue University, where he received a degree in Financial Counseling and Planning. He holds his Series 7, 66, 9 and 10 securities licenses.

Sam was born and raised in Mishawaka, IN and currently lives in Phoenix, AZ. In his free time he enjoys outdoor activities such as golfing, pickleball and hiking.

Contact Sam for the following:
– Account transfers and 401k rollovers
– UBS online and mobile access questions
– New account opening and maintenance
– Cash transfers i.e. wires, ACH, EFT and checks

• Purdue University , Financial Counseling and Planning

• AZ

Callie a Phoenix native with nearly five years of experience in wealth management service. She earned her Bachelor’s degree in business while playing collegiate volleyball at Arizona State University. She credits that experience with helping her develop discipline and teamwork that continues to guide her professional and personal lives.

Outside of work, she is passionate about traveling, staying active, and making memories with family and friends.

• AK
• AZ
• CA
• CO
• DC
• FL
• GA
• IN
• KS
• MA
• MD
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• MO
• NC
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Financial Advisor Justin Low has been devoted to providing exceptional value to his clients since 2008. His approach of deeply understanding client’s financial lives allows him to craft individualized financial solutions that are both thoughtful and creative. A tremendous strength of Justin’s is his ability to listen, understand complicated financial concepts, and interpret them to his clients in a way that makes sense. Justin considers his life’s work to be improving the financial lives of others in any way that he can

 Justin was introduced to finance by buying his first shares of Apple stock as a junior high student. In college, Justin obtained a B.A. degree in Business and Communications from Arizona State University. Upon graduation, he was hired at Smith Barney (later Morgan Stanley) just before the 2008 financial crisis. Through thousands of outbound cold calls, Justin was able to build up his clientele; which primarily consists of business owners and high net worth individuals.

Outside the office

Justin enjoys spending time with his wife Tayler, his daughter Riley and their two Vizsla’s Steev and Dayv. He is an avid traveler and has visited 19 countries and counting. Justin enjoys the little things in life like good food, good wine and card games. To work off his indulgences Justin also loves playing tennis, mountain biking, snowboarding and high performance driving.

• Barron’s Top 250 Private Wealth Management Teams, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Arizona State University, B.A. degree in Business and Communications

• Senior Portfolio Manager

• AZ

Lovella is a dedicated Wealth Strategy Associate with over 20 years of industry experience and counting. Lovella graduated from Morehead State University with a B.A. degree in Business Administration.  She is highly skilled at handling client issues with both empathy and efficiency. Her experience has also led her to be particularly proficient in onboarding new clients and further deepening relationships with existing ones.  Lovella holds her Series 6,7,63 and 66 licenses along with her Life and Health Insurance License.

Lovella currently lives in Litchfield Park with her husband, Paul and their two active sons Isaac and Adam. In her spare time, she enjoys spending time with her family, gardening, and hiking in Arizona.

• Morehead State University, B.A. degree in Business Administration