Brightside Wealth Advisors

close

Team photo for Brightside Wealth Advisors
Team photo for Brightside Wealth Advisors

View Larger


Advisors

Daniel Schultz

CFP®, BFA, CRPC, CDFA®, APMA, CLTC®

Private Wealth Advisor

Managing Director of Brightside Wealth Advisors
Visit Daniel Schultz's website

Nick Krenz

CFP®, APMA, AWMA℠, CLTC®, CSRIC®

Financial Advisor

Associate Vice President of Brightside Wealth Advisors
Visit Nick Krenz's website


Team

Karen Cobb, APMA™

Karen Cobb, APMA™

Practice Manager,

Paraplanner

Qualifications

  • Series 7

  • Series 66

  • APMA™

View more
Deirdre Carroll

Deirdre Carroll

Client Service Coordinator