Meet the SFG Team

MAKE OUR TEAM AN INTEGRAL PART OF YOURS

Management Team


Russell Schultz SFG Team

RUSSELL C. SCHULTZ, CFP®

Chief Executive Officer
and Chief Investment Officer

Russell C. Schultz Bio

Russ founded SFG in 1982 in Southern California and moved the firm to Reno a decade later. He draws on more than 35 years of experience to manage the firm’s business and investment strategies. He also leads our real estate advisory services. Russ served on the board of directors for the National Association of Personal Financial Advisors (NAPFA) from 1995 through 1998 and has been quoted in numerous publications over the years. During his leisure time, Russ enjoys skiing, martial arts training, and traveling.

VICKI P. SCHULTZ SFG Team

VICKI P. SCHULTZ, MBA, CFP®

Executive
Vice President

Vicki P. Schultz Bio

An employee since 1983, Vicki manages client relationships and leads the Financial Planning team in providing Integrative Personal Planning services. She’s a current member of the National Association of Personal Financial Advisors (NAPFA) and previously served on their board of directors. She is also a member of the Community Foundation of Western Nevada’s Professional Advisors Council. She also dedicates time to the local Soroptimist chapter, a professional women’s service organization. When away from the office, she enjoys aerobic and strength-training classes and keeping up with her daughters and grandchildren.

JENNIFER SPECTER SFG Team

JENNIFER SPECTER, MA

Chief Operations Officer
and Chief Compliance Officer

Jennifer Specter Bio

Jennifer manages and coordinates our business operations and is responsible for the firm’s overall productivity and efficiency. She has nearly two decades of experience in the financial services industry, including more than 10 years with Charles Schwab Advisor Services in a variety of roles, including client relationship management and as a senior program manager for Schwab’s Business Consulting Services group. Before joining the SFG team, Jennifer worked with Cruz Consulting Group as a consultant to financial advisory firms on business management topics. She holds a bachelor’s degree from U.C. San Diego and a master’s degree from Northern Arizona University. She enjoys hiking, golfing, and traveling with her husband.

Financial Planning Team


Clarissa Alesevich SFG Team

CLARISSA ALESEVICH, RP®

Financial Planning Associate

Clarrisa Alesevich Bio

Clarissa is a long-tenured member of the SFG team, having joined the firm in 1998. She is a Registered ParaplannerSM and assists in the development and implementation of financial planning recommendations as well as portfolio management. She earned her BS degree in Finance from the University of Nevada, Reno. Clarissa has served the community as Treasurer of a local non-profit arts foundation. She enjoys yoga, trail running, travel, and many outdoor activities with her daughter.

Alyssa Yocom SFG Team

ALYSSA YOCOM

Financial Planning Associate

Alyssa Yocom Bio

Alyssa works closely with our advisors to prepare for client meetings, create financial plans, and research financial planning topics. She graduated Cum Laude and with honors from the University of Nevada, Reno, with a BS degree in Business Administration and majors in Finance and Economics. She was recognized as Outstanding Senior of the 2017 graduating class, an award given to the student who exemplifies quality in academics, campus leadership, and community service. Alyssa is currently working toward her CFP designation and enjoys volunteering and traveling in her free time.

JULIE HAYES, RP®

Client Services Administrator

Julie Hayes Bio

Julie is a Registered ParaplannerSM and works closely with our financial advisors and investment team to ensure that all client needs are addressed promptly and resolved thoroughly. She also assists in compiling, implementing, and monitoring financial plans. She enjoys traveling, camping, hiking, and keeping up with her family.

Investment Management Team


DONG JOON LEE SFG Team

DONG JOON LEE, CFA, CAIA, MFS

Investment Manager

Dong Joon Lee Bio

DJ joined us in 2007 and leads the Investment team. He manages our investment due diligence process and is responsible for researching, analyzing, and monitoring private investments and financial markets. DJ also serves the Community Foundation of Western Nevada as an investment committee member. He earned his Bachelor of Science in Information Systems and Master of Science in Finance at University of Nevada, Reno. Prior to graduating, he became a member of Beta Gamma Sigma for his academic achievement as part of the top 5% of the students in the College of Business. DJ is a Chartered Alternative Investment Analyst (CAIA) and he holds the Chartered Financial Analyst® designation. He is a lecturer at the University of Nevada, Reno, teaching classes in Financial Derivatives, Alternative Investments, and Corporate Finance. He enjoys reading and spending time with his wife and son.

DANIEL DAVIS SFG Team

DANIEL DAVIS

Investment Analyst

Daniel Davis Bio

Originally from the Pacific Northwest, Daniel graduated with a BS degree in Business Administration from the University of Nevada, Reno, majoring in Finance with an emphasis in Accounting. While at UNR, Daniel co-founded and was President of the Investment Club. In addition, he worked as a paramedic for the local ambulance service before changing focus from medicine to finance. He is responsible for analyzing, researching, and monitoring equities and mutual funds. He also focuses on our real estate advisory services and supports our clients’ real estate development projects by performing financial modeling, feasibility analyses, cash flow projections, and forecasts. He is a CFA Level I candidate and when he’s not working or studying for his CFA designation, Daniel practices martial arts, trains for marathons, and spends as many weekends as possible on the beaches of Tahoe.

William Saulsgiver SFG Team

WILLIAM SAULSGIVER

Investment Analyst

William Saulsgiver Bio

William graduated from the University of Nevada, Reno with a Bachelor of Science in Business Administration, majoring in Finance with an emphasis in Accounting. He is responsible for our risk analysis research, including scenario planning to stress test portfolios. He also analyzes, researches, and monitors mutual funds. William is working towards a Master’s Degree in Data Analytics, as well as studying for both the Chartered Financial Analyst® and Financial Risk Manager exams. William loves spending his free time on the golf course, and with his family for Sunday dinner and football.

Operations Team


ELENA TCHIGRIAEVA SFG Team

ELENA TCHIGRIAEVA, MS

Investment Plan Manager

Elena Tchigriaeva Bio

Elena uses accounting and audit practices and cash flow controls to maintain portfolio accounting of our clients’ public and private investments. She is also responsible for trading and money movement. Elena Tchigriaeva received a BS in Accounting with High Distinction and MS in Economics from the University of Nevada, Reno (UNR). Elena is a member of Beta Gamma Sigma, Beta Alpha Psi, and several other Honor societies. She supports the community via a program that helps low-income individuals file tax returns. She graduated from the Kolmogorov’s School of Physics and Mathematics in Moscow, Russia and is working on ways to get more kids exposed to the miracle of math. Elena is a member of the Reno Philharmonic Chorus, singing second soprano in concerts throughout the year. Elena enjoys chorale singing, cross country skiing, history books, and spending quality time with her husband and two sons.

Sharon Earle SFG Team

SHARON EARLE

Office Administrator

Sharon Earle Bio

Sharon provides administrative support to our Financial Planning, Investment, and Operations teams. She plays a key role in contributing to and enhancing the overall client experience. A second generation Nevadan, master Gardner, and avid reader, Sharon enjoys being outdoors but especially relishes spending time with her children and grandchildren.

Joyce E. Farley SFG Team

JOYCE E. FARLEY

Controller Accountant

Joyce E. Farley Bio

Joyce joined us in 2007 and brings more than 30 years of accounting experience to SFG, including nearly 27 years as Assistant Finance Director for the City of Sparks. She enjoys reading and spending time with her husband, children, and grandchildren.

Holly Evers SFG Team

HOLLY EVERS

Communities Manager

Holly Evers Bio

Holly serves three communities – clients, SFG team members, and the external community. Using her Green Belt Certification in Six Sigma Management, she develops processes and guidelines to ensure we are delivering our Core Values and providing clients with the SFG client experience. She also communicates and coordinates with the external community regarding our Integrated Personal Planning services and giving activities. An employee since 1999, Holly enjoys spending time with her husband and watching their son play baseball.

The SFG Difference

Although we fully embrace the latest technologies, they will never replace our “personal touch” in connecting with clients face-to-face and one-on-one.

The SFG Difference

Although we fully embrace the latest technologies, they will never replace our “personal touch” in connecting with clients face-to-face and one-on-one.

"Where you want to go in life is up to you. How to help you get there is up to us."

Contact us today to start your journey...

Contact

Schultz Financial Group Inc.
10765 Double R Blvd. Suite 200
Reno, NV 89521
Phone: (775) 850-5620
Fax: (775) 850-5639
Email: info@sfginc.com

"Where you want to go in life is up to you. How to help you get there is up to us."

Contact us today to start your journey...

Contact

Schultz Financial Group Inc.
10765 Double R Blvd. Suite 200
Reno, NV 89521
Phone: (775) 850-5620
Fax: (775) 850-5639
Email: info@sfginc.com

Design by Jason Design Studio | Design by Refresh Design Services | Copyright © 2018 Schultz Financial Group Inc.

Design by Jason Design Studio
Design by Refresh Design Services
Copyright © 2018 Schultz Financial Group Inc.