• Veronica Schulz

    Investment Portfolio Associate

Veronica is the go-to person for all administrative duties and customer service, which include money movement and operational responsibilities. She also assists with security trading activities and is well versed in a variety of the software and computer systems utilized by the team, including asset allocation analysis software and other presentation based programs.

Prior to joining the team, Veronica had numerous roles in the financial services industry in administrative and supervisory roles.

In her spare time, she volunteers her time and skills as a Reiki Master and Teacher to support people who have cancer, providing a safe place to heal and rejuvenate during or after treatments. She also enjoys spending time on the golf course with her husband, Eric.