Our advisors

Daniel Schultz

CFP®, BFA, CRPC, CDFA®, APMA, CLTC®

Private Wealth Advisor

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

Nick Krenz

CFP®, APMA, AWMA℠, CLTC®, CSRIC®

Financial Advisor

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


Our team

Karen Cobb

Karen Cobb

Registered Practice Associate,

Practice Manager

Qualifications

  • APMATM

View more
Deirdre Carroll

Deirdre Carroll

Client Service Coordinator