RUSSEL C. SCHULTZ, CFP®
Chief Executive Officer and Chief Investment Officer
With over 35 years experience in financial planning and investment management, Russ Schultz manages the firm’s business and investment strategies. He served on the National Association of Personal Financial Advisor’s (NAPFA) National Board of Directors from 1995 through 1998, and has been quoted in numerous publications over the years. During his leisure time, Russ enjoys skiing, training in martial arts and traveling.
VICKI P. SCHULTZ, MBA, CFP®
Executive Vice President
As Executive Vice President, Vicki Schultz manages the client relationships and leads the SFG Team in providing Integrative Personal Planning Services. She joined the firm in August, 1983, is a member of NAPFA, and has served on their National Board of Directors. Vicki is an Emeritus Member of the UNR Planned Giving Advisory Council having chaired the Council from 2008 to 2010, and serves on the Investment Committee of the UNR Foundation. She is also a member of the Community Foundation of Western Nevada’s Professional Advisors Council. She was honored by Worth magazine as one of the nation’s top financial advisors from 1996 through 2004. She also dedicates time to the local Soroptimist chapter, a professional women’s service organization. When Vicki takes time away from the office, she enjoys staying fit by doing cardio kick-boxing, resistance training and yoga.
KRISTINA E. MCCABE, CFP®
Chief Operations Officer and Chief Compliance Officer
Since 1997 Kristina McCabe has worked in some capacity in nearly all areas of Schultz Financial Group Inc. providing financial planning services to our clients. She earned a Bachelor of Science degree in Business Management from the University of Phoenix and completed the Boston University online program for Financial Planners. Kristina is an avid scuba diver. As a former literature major, she enjoys reading books from all genres and dreams of some day writing a novel of her own.
DONG JOON LEE, MFS, CAIA
DJ Lee joined SFG in 2007. He is responsible for researching, analyzing, and monitoring investments andfinancial markets. He designs each client’s investment portfolio based on portfolio risk management and their financial planning goals. He presents investment recommendations to clients and assists clients with their investment related issues. DJ also serves the Community Foundation of Western Nevada as an investment committee member. DJ earned his Bachelor of Science in Information Systems and Master of Science in Finance at University of Nevada, Reno. Prior to graduating, he became a member of Beta Gamma Sigma for his academic achievement as part of the top 5% of the students in the College of Business. DJ’s master degree thesis, titled “Persistence of Performance of Hedge Funds,” was published at University of Nevada, Reno in 2007. He is a Chartered Alternative Investment Analyst (CAIA) since 2012 and is currently studying for the Level 3 Chartered Financial Analyst (CFA) exam. DJ enjoys reading and spending time with his wife and son.
ELENA TCHIGRIAEVA, MS
Investment Plan Manager
Elena Tchigriaeva uses accounting and audit practices and cash flow internal controls to maintain portfolio accounting of clients’ public and private investments. She is also responsible for trading and money movement. She assists the Investment Manager in providing economic insight through data evaluation and quantitative analysis. Elena Tchigriaeva received a BS in Accounting with High Distinction and MS in Economics from the University of Nevada, Reno (UNR). Elena is a member of Beta Gamma Sigma, Beta Alpha Psi, and several other Honor societies and a recipient of multiple awards and scholarships from Nevada CPA society, UNR and other academic and private sponsors. She supports the community via VITA program that helps by filing tax returns for low-income individuals. She graduated from the famous Kolmogorov’s School of Physics and Mathematics in Moscow, Russia and is working on ways to get more kids exposed to the miracle of math. Elena enjoys cross country skiing, chorale singing and history readings as well as spending quality time with her husband and two sons.
Client Services Administrator
Julie Hayes works closely with SFG’s Financial Advisors and the Investment Team to ensure that all client needs have been met and are addressed timely. She assists in the compilation, ongoing monitoring and implementation of the financial plan. Julie has over 30 years of managing dental offices and is currently studying for the Registered Paraplanner exam. Julie enjoys traveling, camping, hiking and keeping up with her family.
As the Communities Manager for SFG, Holly Evers is responsible for three communities - clients, team members and the external community. Using her Green Belt Certification in Six Sigma Management, she develops processes and guidelines to make sure the SFG Team is delivering its Core Beliefs and Behaviors to provide our clients with a good experience with the firm. Holly communicates and coordinates with the external community regarding SFG Integrated Personal Planning Services and giving back to the community. Holly brings years of diverse experience to this position, having held various positions with SFG since 1999. She spends as much time as she can with her family and watching baseball.
JOYCE E. FARLEY
Joyce Farley serves as the Controller/Accountant for Schultz Financial Group Inc. She brings over thirty years of accounting experience to Schultz Financial Group Inc. after nearly 27 years as Assistant Finance Director for the City of Sparks. Mrs. Farley earned her degree from Morrison College while working full time and maintaining an active family life. Joyce enjoys reading and any activities with her husband, children and grandchildren.
Chief Operations Officer and Chief Compliance Officer