Neal Schulte, CPA/PFS, CFP®, AIF®
Raised in a modest household, Neal embodies the American Dream as a truly self-made entrepreneur. Since forming Schulte & Uhrig, CPAs as founding partner in 1982 and Schulte Financial Group, LLC in 2003, Neal has maintained his belief in charging less and educating more. He has a natural talent for utilizing prudent investments, an aptitude for numbers, and a passion for helping people.
Neal is the founder and president of Schulte Financial Group, LLC. Neal graduated with a B.A. in Accounting from Xavier University. He completed all course work at the University of Cincinnati for a Masters of Taxation. He is a Certified Public Accountant, a Personal Financial Specialist, Accredited Investment Fiduciary® designee, CERTIFIED FINANCIAL PLANNER™ and a registered investment advisor associate. Neal serves on the board of directors of several Cincinnati corporations. Neal is a Registered Principal of INVEST Financial Corporation.
Neal believes in a simple solution to financial independence, "make more or spend less." He helps his clients work toward spending less on insurance costs, taxes, fees, and overheads. He helps his clients strive to make more by investing wisely and prudently as well as assisting business owners with decisions in operations.
Neal rarely says “no” to a new experience. He enjoys traveling, photography, ballroom dancing, power-lifting with his son, Nick, and boating.
Neal recently welcomed his first grandchild, Porter, to the world in the Spring of 2015. He is so excited to be an "Opa," but insists he still feels not a day over 25 years old, (or however young his daughter, Leah, happens to be).
Nick Schulte, CFP®, CPA, AIF®
Nick has over 7 years of experience serving in the financial industry through tax planning, investment research, and wealth management. Nick graduated with a B.B.A. in Finance from the University of Cincinnati. Nick is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant, (CPA), and holds the Series 7, 63, and 24 securities registrations. He is a Registered Sales Assistant of INVEST Financial Corporation. Nick is an Accredited Investment Fiduciary® designee and holds life and health insurance licenses. He is also a member of the Financial Planning Association.
Our clients appreciate Nick’s analytic and thorough approach to holistic financial planning. He is open-minded, receptive, and driven. Nick strives to provide an array of flexible, effective options that fit risk tolerance, personal beliefs, and goals of each client.
Nick lives in Sharonville, Ohio with his wife, Ianthe, his son, Porter, and their three rescued dogs, Lulabelle, Madison, and Sophie. When he is not working, he enjoys power lifting, attending Bengals and Reds games, and providing a temporary home to stray and rescued animals. Nick and Ian are expecting a new baby in June of 2017.
Leah Schulte, CFP®
Leah has a background in tax preparation, investment research, financial planning, trading, and customer service. She graduated Summa Cum Laude with a B.S. in Business Administration from DePaul University. Leah is a CERTIFIED FINANCIAL PLANNER™ practitioner and currently holds the Series 7 and 63 securities registrations and is a Registered Sales Assistant of INVEST Financial Corporation. She is also a member of the Financial Planning Association.
Leah has a passion for problem-solving and education. Clients will value Leah’s personable, empathetic, and thoughtful approach to providing holistic financial guidance. As Schulte Financial Group welcomes ALL clients, Leah actively follows economic, social, and political developments to be sure her investment guidance coincides with fast-changing laws and tax codes.
Leah lives in Montgomery, Ohio and is a long-distance runner. When not working, Leah enjoys participating in anything that involves a competition. She also plays classical piano and has a background in performance.
Cathy Lotz, Assistant to Neal Schulte
Cathy joined Schulte Financial in 2003 after providing for her children, Elise and Jayson, and serving as a head volunteer at her children's schools for 17 years. Cathy is a key player at Schulte Financial Group. Cathy tackles problem solving head-on and isn't afraid to step up to bat for clients. There is no challenge Cathy won't take on with thoroughness, assertiveness, and determination. Cathy is an associated person of INVEST Financial Corporation.
Mrs. Lotz has been happily married to her husband, Jay, for 31 years. She enjoys spending time with her family and Collie dog, Crosley. She also likes to travel, attend Cincinnati Reds and UC Bearcats games, and work on home and garden improvement.
Jonie Hinton, Administrative Assistant
Jonie started fresh with our firm in the summer of 2016 to take over the position of client liaison. She enjoys working with our clients and serving in an administrative support role. You can count on Jonie to contact you when it is time for an appointment, and to schedule a time that is convenient. Jonie is an associated person of INVEST Financial Corporation.
Jonie and her husband, have two children. Jonie enjoys spending time with family, attending her son's and daughter's many sporting events, and cheering on the Bengals.
Sheila Lane, Administrative Assistant
Sheila joined the Schulte Financial Group family in June of 2012. Sheila has navigated various administrative support positions within the last 23 years, and has been employed in the financial industry for the past 6. A Cincinnati native, Sheila is a west side girl through and through. She recently moved back to her hometown after living in West Chester for 18 years. Staying true to her roots, Sheila graduated from Cincinnati State with a degree in Business Administration Technology. Clients love Sheila's positive and energetic personality and her detailed and methodical approach to administrative operations. Sheila is not an associated person of INVEST Financial Corporation.
A family-oriented person, in her spare time, Sheila enjoys having fun with her three beautiful sons and two ornery cats, Reesie and Henry, taking walks, cheering on the Bengals and the Reds, and touching base with her huge extended family. Sheila is proud to support her eldest son who has bravely dedicated his life and career to defending our country in the U.S. Marine Corps.
Amanda Schulte, Administrative Assistant
Amanda has been a team member since December of 2015. Amanda is an associated person of INVEST Financial Corporation.
Amanda enjoys staying active at her church where her father serves as the head pastor. Amanda also enjoys crochet, reading, and traveling not only around the country, but also around the world.