SFG Insights

Schultz Financial Group Announces New Co-Ownership Structure

We at Schultz Financial Group, Inc. (SFG) are proud to announce an exciting change in our ownership structure, solidifying our commitment to sustained growth and exceptional service. Effective January 1, 2023, two longstanding and accomplished team members assumed co-ownership of the firm, further enhancing our dedication to our clients and our vision for the future.

Jennifer Specter and Alyssa Dalbey, who have been integral members of our team for over 7 years, have consistently demonstrated exceptional leadership and unwavering commitment to the success of our clients. With their extensive expertise and deep understanding of our values, they are the perfect fit to help lead our firm into the next phase of our journey.

Jennifer Specter has over two decades of experience in the financial services industry, including more than 10 years with Charles Schwab Advisor Services in a variety of roles, from client relationship management to program management with Schwab’s Business Consulting Services group. Jennifer worked with Cruz Consulting Group as a consultant to financial advisory firms on business management topics before she joined SFG as their COO and Chief Compliance Officer. She manages and coordinates our business operations and our firm’s overall productivity and efficiency. She enjoys the great culture and camaraderie of our motivated and energetic team.

Alyssa Dalbey, CPWA®, CFP® is a Wealth Manager and has over seven years of experience delivering wealth management services to clients by creating and updating financial and investment plans that cater to individual client goals and needs. Her educational background places an emphasis on estate and tax planning for high-net-worth individuals and families; she also leads the wealth management team in project implementation. She enjoys working in our fast-paced and innovative environment with first-generation wealth creators who challenge and support her.

Together with our founders and current owners, Russ and Vicki Schultz, they are instrumental in ensuring our clients continue to receive the top-tier financial advisory services they have come to expect from Schultz Financial Group.

This transition has been carefully planned as part of our succession strategy, and it reflects our confidence in the abilities of our co-owners and their dedication to upholding the values that have made our firm successful.

Russ Schultz, the founder of Schultz Financial Group, felt it was very important to do an internal succession versus selling to a third party. He expresses his enthusiasm for this transition: “I’m thrilled to have Jennifer and Alyssa join me in leading our firm. Their dedication, skills, and shared commitment to our clients’ financial success have made them the ideal choice to take the helm alongside me.”

We would like to thank our loyal clients for their trust and confidence in Schultz Financial Group. We look forward to continuing to serve you with the same level of excellence and dedication that you have come to expect from us.

About Schultz Financial Group, Inc.

Schultz Financial Group, Inc. is a team of innovative wealth advisors redefining the approach to wealth management and family office services for high-net-worth families and individuals. As fee-only fiduciaries striving to build lasting relationships, they believe wealth is more than money. Their goal is to create deeper, more meaningful client-advisor relationships that truly enable clients to lead more fulfilled lives. By focusing on Physical, Psychological, and Intellectual Capitals as well as Financial Capital, they strive to increase not only the value of their clients’ portfolios, but the quality of their lives as well.

As a member of the National Association of Personal Financial Advisors (NAPFA) since 1985, Schultz Financial Group signs a Fiduciary Oath to always act in good faith and in the best interests of their clients, be proactive in disclosing any conflicts of interest that may impact a client, and not accept fees or compensation contingent upon the purchase or sale of a financial product.