Our Team
Spencer Schultz
President
Alyssa Brazouski
VP of Real Estate
Caden Stier
VP of Financial Planning
Ian Schwartzlow
VP of Corporate Finance and Banking
Kate Omernik
Real Estate Coordinator
Vincenzo Romagna
Financial Planning Coordinator
Parker Rosi
Corporate Finance and Banking Coordinator
Roman Pierringer
Marketing Coordinator
Chase Zimmerman
Treasurer
Mohammad Jafarinejad
Advisor