Meet our team

David Schultz (FChFP) (JP)

Director/Financial Adviser

Tegan Schultz

Finance & Business Services Manager

Dawson Hunt

Practice & Operations Manager

Christine Lubcke (FChFP) (JP)

Financial Adviser

Daniel Schulz

Financial Adviser

Cheryl Martin

Client Services Manager

Vikki Frahn

Client Services Manager

Grant Lo

Financial Adviser Assistant

Bec Crouch

Financial Adviser Assistant