Steve Schulte, CFP®, MBA
Founder, Southwest Advisory Group | Private Wealth Manager
Steve Schulte brings more than 25 years of financial industry experience to his work with individuals, families, and business owners throughout the Southwest. As the founder of Southwest Advisory Group, an independent wealth management...
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Melissa Toler Short, CRPC®
Financial Advisor
melissa.short@lplfinancial.com
Melissa Short brings two decades of financial services experience to her work with individuals, families, and business owners throughout the Yuma community. Drawing on an early professional background in the hospitality industry,...
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Rhonda Kirk
Client Service Associate
Rhonda Kirk is a proud Marine Corps brat and Marine Corps spouse whose upbringing instilled adaptability, resilience, and a strong work ethic. Although her family moved frequently, she proudly calls Yuma, Arizona home, where she...
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Brenda Robles-Poo
Customer Service Associate
Brenda.Robles-Poo@lplfinancial.com
Brenda Robles-Poo is a Customer Service Associate based in Yuma, Arizona, with more than 20 years of experience in customer service and administrative support. She is recognized for her professionalism, strong organizational abilities,...
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