Broker Check

OUR TEAM

Get to Know Our Team Members

Steve Schulte, CFP®, MBA

Founder, Southwest Advisory Group | Private Wealth Manager

swag@lplfinancial.com

With over 25 years of experience in the financial industry, Steve is a respected financial advisor based in Yuma, AZ. Holding a Certified Financial Planner (CFP®) designation and an MBA, he brings a wealth of knowledge and experience...
Read more

Melissa Toler Short, CRPC®

Financial Advisor

melissa.short@lplfinancial.com

CRPC conferred by The College for Financial Planning.

Read more

Have a Question?

Thank you!
Oops!