Experience

Jeff joined UBS in 2008 and has been a financial advisor for over 22 years. As a wealth management advisor, he focuses in asset & liability management for families, corporations and foundations/ organizations. Jeff is committed to providing professional investment services and dedicated to building long term relationships with clients and family members. Based on years of experience, Jeff has a deep understanding of client needs and concerns. He has adopted a "bottom up" approach, beginning with a financial plan and ending with a tailored investment portfolio. He currently holds the series 7, 31, 63 and 65 securities licenses as well as licenses for life insurance and annuities.

While born and raised in Ohio, Jeff has been a Phoenix resident since 1976. He and his wife Tracey have 3 boys, Clayton (16), Tucker (14) and Barrett (12). Jeff is active in the Phoenix community as a member of The Thunderbirds and has been coaching youth baseball for the past 12 years.

Angie has provided exceptional client service and has spearheaded all administrative needs for select financial advisory teams since 1998. Angie continues this outstanding service as a key member of The Schultz Group. Angie is a graduate from Northern Arizona University and holds her Series 6, 7, 63 and 66 licenses. Please contact Angie for any operational and administrative needs. Angie lives in Phoenix with her twins, Reese and Riley.