Schott Financial Management, established as Tomlinson Wealth Management in 1986, is an established and well-regarded financial services firm, providing personalized financial services to individuals, families, and businesses. With decades of experience, Schott Financial Management specializes in retirement planning, investment strategies, tax planning, and charitable remainder trusts, helping clients pursue their financial goals. Our dedicated team offers tailored strategies designed with a goal to preserve wealth and create long-term financial well-being. As dedicated financial advisors in Prescott, we pride ourselves on delivering personalized guidance and committed service to the local community. Contact Schott Financial Management for your comprehensive financial needs.
Stephen Schott, Financial Advisor
Steve Schott has been a financial advisor since 2010. His expertise in business ownership and capital management spans banking, office products, office machines, and autos. A former owner at Prescott Honda, he holds an MBA from the University of Arizona and Bachelor of Science in Finance from the University of Denver. Steve is a proud graduate of Prescott High School and an avid Community volunteer. Steve purchased Tomlinson Wealth Management from its predecessor, his father-in-law Andy Tomlinson, in 2019, making Schott Financial Management a 3rd generation financial firm. Steve has been married to Dana Schott since 1992. Steve and his family are active in their church and Steve is involved in many community activities including Boy Scouts and youth tennis.
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ADDITIONAL FINANCIAL BUSINESS EXPERIENCE
Steve’s professional work career began with an internship at the Office of Management and Budget for Maricopa County. From there, he went to First Interstate Bank (now Wells Fargo). After a short banking career, he decided to go into business for himself. He started as a junior partner and then became the owner of an office product/office machine company with four locations in Northern and Western Arizona. Then from 2006 until 2010 Steve was a partner at Prescott Honda, a local car dealership. Working in small business has given him an extensive background in customer service, capital management and community involvement.