OUR TEAM
Get to Know Our Team Members
Steve Schulte, CFP®, MBA
Founder, Southwest Advisory Group | Private Wealth Manager
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...
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Melissa Toler Short, CRPC®
Financial Advisor
melissa.short@lplfinancial.com
CRPC conferred by The College for Financial Planning.