Vicki Schultz, MBA, CFP®
Shareholder – Wealth Manager
Russ hired Vicki as a Financial Analyst in 1983. They became business partners a year later and married in 1985. Vicki manages client relationships and provides wealth management services. She is actively involved in local organizations including the local Soroptimist chapter, the Community Foundation of Western Nevada’s Professional Advisors Council and the Investment Committee of the University of Nevada, Reno Foundation. She received her B.S. in Education from Temple University and obtained her MBA from California State University, Long Beach. She enjoys concerts, Broadway musicals and spending time with her family.
CERTIFIED FINANCIAL PLANNER™
Master of Business Administration
Bachelor of Science - Education
41 years
Art Deco
Financial
My parents always taught me to spend wisely and save for a rainy day. “Quality not quantity” was my mother’s mantra. And, of course, I follow the same principles that I discuss with clients.
Physical
I stay active through aerobic and strength-training classes like kickboxing. I enjoy hiking the trails around the Reno-Tahoe area. I also focus on healthy eating.
Psychological
All of my daughters and grandchildren are far away, so it is important for me to stay connected with them through activities like Virtual Scattegories. I also enjoy yoga which helps keep me physically fit and mentally calm.
Intellectual
I continue to work so that keeps me challenged and engaged! I enjoy reading and traveling. I also like to do crossword puzzles and Sudoku.
I love building close relationships with our clients and the SFG Team. I enjoy helping people reach their potential so they can lead happy and fulfilled lives.
