Brightside Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo for Brightside Wealth Advisors
Team photo for Brightside Wealth Advisors

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Advisors

Daniel Schultz

CFP®, BFA, CRPC, CDFA®, APMA®

Private Wealth Advisor

Chief Executive Officer of Brightside Wealth Advisors
Visit Daniel Schultz's website

Nick Krenz

CFP®, MSFP, MPAS, APMA®, AWMA®, CSRIC®

Financial Advisor

President of Brightside Wealth Advisors
Visit Nick Krenz's website


Team

Karen Cobb, APMA™

Karen Cobb, APMA™

Practice Manager,

Chief Operating Officer of Brightside Wealth Advisors

Qualifications

  • Series 7

  • Series 66

  • APMA™

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Deirdre Carroll

Deirdre Carroll

Client Service Coordinator