Jessica Schultz

Client Service Associate

(248) 393-7520

Jessica’s main responsibilities include preparing paperwork, opening new accounts, and assisting clients in updating their personal and financial data. Jessica is also a full-time student at Oakland University where she is working towards a dual Bachelor of Science degree in Accounting and Finance.  She hopes to have her CPA license and CFE license in the near future.

Jessica grew up and still resides in Sterling Heights.  When she is not working or attending school, Jessica spends her time attending various fitness classes and cooking.


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