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, APMA™

Karen Cobb, APMA™

Practice Manager,

Paraplanner

Qualifications

  • Series 7

  • Series 66

  • APMA™

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Deirdre Carroll

Deirdre Carroll

Client Service Coordinator