Alex Schultz

Alex Schultz

by | Jan 5, 2024

< BACK TO ALL PLANNERS & STAFF Alex Schultz Planner Assistant About Alex Schultz Alex is a Planner Assistant for Randy Chin’ team. He...
Andrew Shaffer

Andrew Shaffer

by | Jan 17, 2020

< BACK TO ALL PLANNERS & STAFF Andrew Shaffer CFP® Associate Advisor About Andrew Shaffer Drew Shaffer joined Heritage Financial Consultants...
Jacqueline Shepherd

Jacqueline Shepherd

by | Jun 11, 2024

< BACK TO ALL PLANNERS & STAFF Jacqueline Shepherd Client Relations and New Business Administrator About Jacqueline Shepherd Jacqui Shepherd...
Aimee Solliday

Aimee Solliday

by | Jan 5, 2024

< BACK TO ALL PLANNERS & STAFF Aimee Solliday Practice Manager About Aimee Solliday Aimee worked for Osaic FA (formerly Lincoln Financial...
Kelly Stenger

Kelly Stenger

by | Nov 11, 2024

< BACK TO ALL PLANNERS & STAFF Kelly Stenger Director of Client Experience About Kelly Stenger Kelly Stenger joined the Cooper Planning Team...