Jessica Schultz

Client Service Associate

(248) 647-2400

Jessica’s main responsibilities include preparing paperwork, opening new accounts. Jessica is instrumental in assisting clients in updating client personal and financial data. Jessica is also a recent graduate of Oakland University, where she completed a dual Bachelor of Science degree in Accounting and Finance.

Jessica grew up and still resides in the Sterling Heights area.  When away from the office, Jessica enjoys a fit and active lifestyle. She spends her time attending various fitness classes and enjoys cooking.


  • Favorite movie: The Incredibles
  • Favorite holiday: Christmas
  • Place you’d most like to visit: France