Managing Director–Wealth Management
Steve has been a Financial Advisor since 1981 and a Portfolio Manager since 2000, bringing in decades of experience in investment management and client advising. He graduated with honors from Michigan State University, earning a Bachelor of Science in Economics. Steve is FINRA-registered and holds his Series 7 and Series 63 securities licenses, as well as licenses for life insurance and annuities.
Steve is committed to delivering professional investment management while building personalized, long-term relationships with his clients. Known for his thoughtful and steady approach, he works closely with individuals and families on education funding, charitable giving strategies, and long-term wealth planning. Drawing on many years of experience, Steve has a passion for coaching and mentoring clients through important financial decisions that go beyond just investing.
Born and raised in Niles, Michigan, Steve resides in Paradise Valley, Arizona with his wife, Anita. They are the parents of three grown sons and grandparents to seven grandchildren.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Steve has been a Financial Advisor since 1981 and a Portfolio Manager since 2000, bringing in decades of experience in investment management and client advising. He graduated with honors from Michigan State University, earning a Bachelor of Science in Economics. Steve is FINRA-registered and holds his Series 7 and Series 63 securities licenses, as well as licenses for life insurance and annuities.
Steve is committed to delivering professional investment management while building personalized, long-term relationships with his clients. Known for his thoughtful and steady approach, he works closely with individuals and families on education funding, charitable giving strategies, and long-term wealth planning. Drawing on many years of experience, Steve has a passion for coaching and mentoring clients through important financial decisions that go beyond just investing.
Born and raised in Niles, Michigan, Steve resides in Paradise Valley, Arizona with his wife, Anita. They are the parents of three grown sons and grandparents to seven grandchildren.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Stockton brings over 15 years of experience in wealth management, advising clients through complex market cycles and pivotal life stages. He focuses on delivering a comprehensive approach to managing wealth that begins with listening carefully to each client’s needs, helping ensure every strategy is grounded in a clear understanding of their goals and priorities.
Stockton is committed to building personalized, long-term relationships with the families he serves. By fostering strong connections and open communication, he helps clients thoughtfully incorporate younger generations into the wealth planning process through education and modern communication strategies.
Stockton resides in Paradise Valley, Arizona with his wife, Courtney, and their children, Navy, Knox, Brighton, and Merritt. A licensed pilot, he can often be found at the airport or in the sky on a typical weekend.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Stockton brings over 15 years of experience in wealth management, advising clients through complex market cycles and pivotal life stages. He focuses on delivering a comprehensive approach to managing wealth that begins with listening carefully to each client’s needs, helping ensure every strategy is grounded in a clear understanding of their goals and priorities.
Stockton is committed to building personalized, long-term relationships with the families he serves. By fostering strong connections and open communication, he helps clients thoughtfully incorporate younger generations into the wealth planning process through education and modern communication strategies.
Stockton resides in Paradise Valley, Arizona with his wife, Courtney, and their children, Navy, Knox, Brighton, and Merritt. A licensed pilot, he can often be found at the airport or in the sky on a typical weekend.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Authorized Officer
Team Business Manager
Merica has dedicated four years with The Schultz Group, totaling twenty-five 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 traveling, spending time with girlfriends and trying new culinary experiences.
Contact Merica for the following:
– Complex questions and leveraging UBS resources on your behalf
– Follow up items after portfolio review meeting
– Referring a potential new client
Credentials
Authorized Officer
Team Business Manager
Merica has dedicated four years with The Schultz Group, totaling twenty-five 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 traveling, spending time with girlfriends and trying new culinary experiences.
Contact Merica for the following:
– Complex questions and leveraging UBS resources on your behalf
– Follow up items after portfolio review meeting
– Referring a potential new client
Credentials
Senior Wealth Strategy Associate
Kristine has been with The Schultz Group for eight years, bringing a total of nine years of experience in the financial industry. She graduated from Pepperdine University with a Bachelor of Science in Business Administration and holds her Series 7 and Series 66 securities licenses.
Kristine is known for her strong problem-solving skills and thorough, detail-oriented approach across all aspects of investment execution and operations.
Born and raised in Paradise Valley, Arizona, Kristine now resides in Scottsdale with her husband, Jordan. Outside of work, she enjoys baking, traveling, and trying new restaurants.
Contact Kristine for assistance with:
Education
Senior Wealth Strategy Associate
Kristine has been with The Schultz Group for eight years, bringing a total of nine years of experience in the financial industry. She graduated from Pepperdine University with a Bachelor of Science in Business Administration and holds her Series 7 and Series 66 securities licenses.
Kristine is known for her strong problem-solving skills and thorough, detail-oriented approach across all aspects of investment execution and operations.
Born and raised in Paradise Valley, Arizona, Kristine now resides in Scottsdale with her husband, Jordan. Outside of work, she enjoys baking, traveling, and trying new restaurants.
Contact Kristine for assistance with:
Education
Senior Wealth Strategy Associate
Nate has dedicated four years with The Schultz Group, bringing a total of eleven years of experience in the financial industry. He graduated from Purdue University, where he earned a Bachelor of Science in Sales and Marketing. Nate holds his Series 7 and Series 66 securities licenses, as well as Life and Health Insurance License.
Nate focuses on building strong client relationships and developing thoughtful risk management programs for both businesses and individuals. Through close collaboration with advisors, he provides asset allocation recommendations and portfolio strategies tailored to client goals.
Originally from Mishawaka, Indiana, Nate resides in Scottsdale, Arizona with his wife, Maddie, and their three children. Outside of work, he enjoys coaching youth flag football, golfing, and spending time outdoors.
Contact Nate for the following:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Wealth Strategy Associate
Nate has dedicated four years with The Schultz Group, bringing a total of eleven years of experience in the financial industry. He graduated from Purdue University, where he earned a Bachelor of Science in Sales and Marketing. Nate holds his Series 7 and Series 66 securities licenses, as well as Life and Health Insurance License.
Nate focuses on building strong client relationships and developing thoughtful risk management programs for both businesses and individuals. Through close collaboration with advisors, he provides asset allocation recommendations and portfolio strategies tailored to client goals.
Originally from Mishawaka, Indiana, Nate resides in Scottsdale, Arizona with his wife, Maddie, and their three children. Outside of work, he enjoys coaching youth flag football, golfing, and spending time outdoors.
Contact Nate for the following:
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Wealth Strategy Associate
Mia has been with The Schultz Group for four years and brings eight years of customer service experience to her role. She relocated to Arizona to attend Arizona State University, where she earned her bachelor’s degree in financial planning. Mia holds her Series 7 and Series 66 securities licenses and has earned the CERTIFIED FINANCIAL PLANNER® designation.
Detail-oriented and exceptionally responsive, Mia is known for staying on top of priorities and seamlessly supporting clients.
Originally from the Chicago area, Mia now resides in Phoenix, Arizona. Outside of work, she enjoys hiking, spending time with family, and taking full advantage of Arizona’s year-round sunshine.
Contact Mia for assistance with:
Senior Wealth Strategy Associate
Mia has been with The Schultz Group for four years and brings eight years of customer service experience to her role. She relocated to Arizona to attend Arizona State University, where she earned her bachelor’s degree in financial planning. Mia holds her Series 7 and Series 66 securities licenses and has earned the CERTIFIED FINANCIAL PLANNER® designation.
Detail-oriented and exceptionally responsive, Mia is known for staying on top of priorities and seamlessly supporting clients.
Originally from the Chicago area, Mia now resides in Phoenix, Arizona. Outside of work, she enjoys hiking, spending time with family, and taking full advantage of Arizona’s year-round sunshine.
Contact Mia for assistance with:
Senior Registered Client Associate
Callie has dedicated nearly five years of experience in Wealth Management. She earned her business degree while playing collegiate volleyball at Arizona State University, where she developed both discipline and teamwork that continue to guide her professional and personal life. She holds her Series 7 and 66 securities license.
Callie, a native Phoenician, currently resides in Phoenix. Outside of work, she is passionate about traveling, staying active and making memories with family and friends.
Contact Callie for the following:
– Account maintenance updates(new employer, address or e-mail updates)
– Cash transfers i.e., Electronic Funds Transfer and checks
– Required Minimum Distributions
Education
Senior Registered Client Associate
Callie has dedicated nearly five years of experience in Wealth Management. She earned her business degree while playing collegiate volleyball at Arizona State University, where she developed both discipline and teamwork that continue to guide her professional and personal life. She holds her Series 7 and 66 securities license.
Callie, a native Phoenician, currently resides in Phoenix. Outside of work, she is passionate about traveling, staying active and making memories with family and friends.
Contact Callie for the following:
– Account maintenance updates(new employer, address or e-mail updates)
– Cash transfers i.e., Electronic Funds Transfer and checks
– Required Minimum Distributions
Education
Client Associate
Sarah spent nearly two decades in education, dedicating her career to guiding and supporting the next generation. Through this experience, she developed strong organizational, communication, and relationship-building skills that now support her work with the families we serve. She graduated from Arizona State University with a degree in Elementary Education.
Sarah is recognized for her attention to detail, efficiency, and genuine care for clients. She takes pride in building relationships that help clients feel comfortable, supported, and understood.
A lifelong Scottsdale resident, Sarah lives with her husband, Alex, and her three children. In her free time, she enjoys traveling, sports, and spending time with friends and family.
Contact Sarah for assistance with:
Education
Client Associate
Sarah spent nearly two decades in education, dedicating her career to guiding and supporting the next generation. Through this experience, she developed strong organizational, communication, and relationship-building skills that now support her work with the families we serve. She graduated from Arizona State University with a degree in Elementary Education.
Sarah is recognized for her attention to detail, efficiency, and genuine care for clients. She takes pride in building relationships that help clients feel comfortable, supported, and understood.
A lifelong Scottsdale resident, Sarah lives with her husband, Alex, and her three children. In her free time, she enjoys traveling, sports, and spending time with friends and family.
Contact Sarah for assistance with:
Education
Client Associate
Matt brings three years of experience in the financial industry. He earned a Bachelor of Arts in Financial Planning with a minor in Economics from Arizona State University’s W. P. Carey School of Business and completed a Master of Science in Financial Analysis from Purdue University Global. Matt holds his Series 7 securities license and is currently pursuing the Chartered Financial Analyst (CFA) designation.
Matt is dedicated to delivering effective financial solutions by leveraging his quantitative skillset to support portfolio managers with asset allocation, security selection, trade execution, and long-term investment planning.
Originally from the Chicago suburbs, Matt now resides in Tempe, Arizona. Outside of work, he enjoys spending time outdoors, traveling throughout the Southwest, staying active with sports such as soccer and baseball, and visiting family and friends.
Education
Client Associate
Matt brings three years of experience in the financial industry. He earned a Bachelor of Arts in Financial Planning with a minor in Economics from Arizona State University’s W. P. Carey School of Business and completed a Master of Science in Financial Analysis from Purdue University Global. Matt holds his Series 7 securities license and is currently pursuing the Chartered Financial Analyst (CFA) designation.
Matt is dedicated to delivering effective financial solutions by leveraging his quantitative skillset to support portfolio managers with asset allocation, security selection, trade execution, and long-term investment planning.
Originally from the Chicago suburbs, Matt now resides in Tempe, Arizona. Outside of work, he enjoys spending time outdoors, traveling throughout the Southwest, staying active with sports such as soccer and baseball, and visiting family and friends.
Education
Team Events Specialist
Samantha graduated magna cum laude from the W. P. Carey School of Business at Arizona State University, where she earned a Bachelor of Science in Marketing with a minor in Political Science. She has experience supporting client engagement through event execution, account initiatives, and client relationship management administration.
Samantha focuses on thoughtfully curating elevated client experiences that deepen relationships and create lasting impact. She also leads the team’s strategic marketing initiatives across digital platforms, social media, and branded materials.
Samantha lives in Scottsdale, Arizona, and in her free time enjoys skiing, cooking, and traveling with friends and family.
Contact Samantha for the following:
Education
Credentials
Team Events Specialist
Samantha graduated magna cum laude from the W. P. Carey School of Business at Arizona State University, where she earned a Bachelor of Science in Marketing with a minor in Political Science. She has experience supporting client engagement through event execution, account initiatives, and client relationship management administration.
Samantha focuses on thoughtfully curating elevated client experiences that deepen relationships and create lasting impact. She also leads the team’s strategic marketing initiatives across digital platforms, social media, and branded materials.
Samantha lives in Scottsdale, Arizona, and in her free time enjoys skiing, cooking, and traveling with friends and family.
Contact Samantha for the following:
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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 and their two children. An avid traveler, he has visited 21 countries and continues to seek out new experiences around the world. He appreciates many of life’s simple pleasures, including great food, fine wine, and time shared with family and friends.
Justin is also passionate about staying active and competitive. He plays pickleball regularly and enjoys mountain biking, snowboarding, and high performance driving on road courses. Whether on the court, or the track, he values pursuits that combine discipline, enjoyment, and a spirit of continuous improvement.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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 and their two children. An avid traveler, he has visited 21 countries and continues to seek out new experiences around the world. He appreciates many of life’s simple pleasures, including great food, fine wine, and time shared with family and friends.
Justin is also passionate about staying active and competitive. He plays pickleball regularly and enjoys mountain biking, snowboarding, and high performance driving on road courses. Whether on the court, or the track, he values pursuits that combine discipline, enjoyment, and a spirit of continuous improvement.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Wealth Strategy Associate
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.
Education
Wealth Strategy Associate
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.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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