The Team

Brightside Wealth Advisors

Our Advisors

Daniel Schultz

Daniel Schultz

Private Wealth Advisor

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Designations

CFP®, CRPC®, CDFA®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning

Education

State University of New York at Albany, BS Psychology, 1994-1998
CA Insurance #0I53662

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Nick Krenz

Nick Krenz

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances

Education

Northern Illinois University, BS Finance, 2009
CA Insurance #0I70483

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Stewart Stothoff

Stewart Stothoff

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

Metropolitan State University, BA Accounting 1986

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Our Staff

Casey Dutton

Client Service Associate

Karen Cobb

Client Service Associate