Administration



Executive Assistant

Theresa serves as executive assistant to President Scott Schultz and additionally she manages travel plans and itineraries, conferences, meetings and calendars for the entire team. She also compiles documents for client and sales meetings and prepares analytical reports and summaries, PowerPoint presentations and other external and internal correspondence. Theresa undertakes event planning and gift procurement, […]

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Vice President

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As part of the senior management team at Schultz & Williams, Mike works with our various business lines to ensure we are aligned under one corporate direction.  He provides direct oversight to the administrative, financial, human resources and IT needs of the company. Prior to joining Schultz & Williams, Mike was a personal financial planner […]

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Accountant

Mike has been a member of the Schulz & Williams team since 2008. He began as a production coordinator in direct mail, where he learned valuable lessons about how the firm operates and the ways that S&W’s services to our clients contribute to their, and our, success. His accounting studies at Neumann University provided a […]

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Assistant Accountant

As a member of the S&W accounting department, Dan is part of the team that oversees the firm’s financial operations. He is responsible for: regularly processing accounts payable/receivable, monitoring S&W’s consulting jobs, executing billing and providing updates to clients. Using advanced accounting software, he ensures that S&W’s financial records are accurately reported and maintained. Dan […]

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