Experience Makes all the difference

The Schultz Group is a pure wealth management practice that focuses on all aspects of our cherished families' financial lives. We exist to provide masterful solutions and systems to help grow, preserve and pass down their wealth, family maxims and values. We pride ourselves on the long-standing and trusting relationships we have formed with these families and want to be passionately involved at each critical juncture.

The Schultz Group provides advice beyond investing for families who are looking for answers in more than just stocks and bonds. We are comfortable with complexity so that you don't have to be.

As a multi-generational team, we are committed to this generation as well as the next as we endeavor to help the hard-earned wealth of few touch many in a meaningful way.

We appreciate the opportunity to build a lasting relationship with your family.

Steven L. Schultz

Managing Director - Wealth Management
Senior Portfolio Manager
602-957-5132
steve.schultz@ubs.com

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Steve was born and raised in Niles, Michigan. He attended Michigan State University and graduated with honors with a Bachelor of Science degree in Economics. He has a passion for coaching and mentoring people in all walks of life based on his many years of experience advising clients.

Steve has been a financial advisor since 1981 and a Portfolio Manager since 2000. He is committed to delivering professional investment management and building personalized relationships with his clients. He also focuses on helping clients with education funding and structures for charitable giving. Steve is FINRA-registered and holds his Series 7 and 63 securities licenses as well as licenses for life insurance and annuities.

Steve and his wife, Anita live in Paradise Valley, Arizona; and are the parents to 3 grown sons and 4 grandchildren.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY


Stockton M. Schultz

First Vice President - Wealth Management
Portfolio Manager
Chartered Retirement Plans Specialist (CRPS®)
574-247-2811
stockton.schultz@ubs.com

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Stockton was born and raised in Paradise Valley, Arizona. He attended the United States Air Force Academy to play Division 1 lacrosse and graduated from Arizona State University's W.P. Carey School of Business with a Bachelor of Science degree in Management.

Stockton has been a financial advisor since 2010 and brings a technical and analytical approach to The Schultz Group's asset allocation and investment management strategies. His focus is on tailoring investment strategies for each individual client based on their financial needs. Stockton is FINRA registered and holds his Series 7 and 66 securities licenses. Stockton has also earned the Chartered Retirement Plans Specialist designation.  

Stockton currently oversees The Schultz Group office in Mishawaka, Indiana where he and his wife, Courtney; sons, Navy and Knox; and daughter, Brighton reside. Stockton is a licensed pilot and can be found at the airport or in the sky on a typical weekend.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY


Lester E. "Jay" Mayes, Jr

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Wealth Advisor
Managed Accounts Consultant (MAC)
602-957-5167
jay.mayes@ubs.com
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Jay was born and raised in Merrillville, Indiana. He graduated from Purdue University and Indiana University Medical School. He was a practicing physician caring for sick newborn and premature infants in Phoenix, Arizona until 1995. Jay is passionate about mentoring and serving the needs of those who have sought out his professional expertise and experience now spanning two careers.

He left the practice of medicine in 1995 after earning his Master of Business Administration from the Wharton School, University of Pennsylvania in 1995.

Jay has been a Financial Advisor since 1998 and a Portfolio Manager since 2010. He believes that his career transition from Physician to Financial Advisor in 1995 was possible because he developed a formal Life/Career Plan and a parallel Financial Plan in the late 1980s. Though seemingly polar opposite careers, both require years of experience, careful research and attention to detail, and serving peoples' needs.

This personal experience now is the basis for Jay's professional investment management approach. He initiates each new client relationship with a comprehensive financial inventory before developing a personalized Financial/Retirement Funding Plan. The Financial Plan is essential to structuring a specific and personalized risk-appropriate investment management strategy designed to meet the client immediate and long-term personal and financial goals.

Jay is FINRA-register and holds his  Series 3, 7, 63, and 65 as well as licenses for life insurance and annuities.

Jay lives in Scottsdale, Arizona with his significant other Susan Kienzle. Jay has two grown sons, Blake, a Phoenix, Arizona Attorney, and James a Sunnyvale California computer design consultant.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY


Elaine E. Biewald

Team Administrator
602-957-5169
elaine.biewald@ubs.com

Elaine was born and raised in New York City. She attended Nova Southeastern University in Fort Lauderdale, FL, and graduated with a Bachelor of Science degree in Accounting. Elaine is The Schultz Group Team Administrator and brings to the Group over 35 years of financial service experience including prior experience in financial planning, insurance, and banking.

Elaine is FINRA registered and holds her Series 7 and 66 securities licenses. She provides professional support and client solutions to all facets of operational service. Please feel free to contact Elaine for all operational and administrative needs.


Registered States:
AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, MI, NM, NV, NY, SC, SD, TX, UT, VA, WA


Angela M. Howard

Senior Client Service Associate
602-667-8125
angela.howard@ubs.com

Angie was born in Ceiba, Puerto Rico and was raised in New England. She is attended Northern Arizona University and graduated with a Bachelor of Science in Hotel & Restaurant Management.

Angie has provided exceptional client service and has spearheaded all administrative needs for select financial advisory teams since 1998.  Angie continues this outstanding service as a key member of The Schultz Group.

Angie is FINRA registered and holds her Series 6, 7, 63 and 66 securities licenses.


Registered States:
AK, AZ, CA, CO, FL, GA, IN, MI, TX, UT


Sherri Pearson

Senior Client Service Associate
602-957-5104
sherri.pearson@ubs.com

Sherri has been in the financial industry her entire career and brings that experience to The Schultz Group. She is responsible for working with our clients to help provide an overall exceptional experience.

Sherri is a graduate of Indiana University with a degree in business. She is a valuable asset to this team assisting in handling daily client interactions and transactions.  She will also be working with our clients to provide administrative support by researching and providing solutions to your questions.  Sherri holds her Series 7 and 63 securities licenses.


Registered States:
AZ, CA, CO, FL, IA, IL, IN, KS, MD, MI, MN, MO, NE, NY, OK, PA, TX, VA


Carla Owers

Business Development Specialist
602-957-5110
carla.owers@ubs.com

Carla Owers brings over 14 years of marketing experience to The Schultz Group.  After obtaining her degree in Marketing at University of Oregon, she moved to Arizona with the dream of becoming a stockbroker.  She worked in the industry from 1996-2002 before realizing that her real passion was not in money but in marketing and so started her own company.  Although she loves what she does, Carla says her biggest joy in life is raising her three kids.  Carla handles marketing strategies, products and events for The Schultz Group. 


Mary C. "CeCe" Twitty

Wealth Strategy Associate
602-957-5117
cece.twitty@ubs.com

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CeCe was born and raised in Scottsdale, AZ. She graduated with a B.A. in economics and minor in psychology from Villanova University where she played Division I volleyball. CeCe has been in the financial services industry since 2013 and joins UBS with experience in the advising, marketing and administrative areas of our business. She holds her Series 7 and 66 licenses. 

CeCe understands that each client is different and appreciates your individual circumstances. In her role as a Wealth Planning Analyst, CeCe works with The Schultz Group to help our clients pursue their goals through comprehensive planning. CeCe has in-depth knowledge of the many financial planning solutions that can be tailored to address each of your individual priorities.


Registered States:
AZ