Veronica Schulz

Investment Portfolio Associate

Veronica assists the team with client communications and educational events. She is also our go-to person for Estate settlement to support clients and family members who have lost loved ones. Further, she 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.