PRESCOTT, AZ – Schott Financial Management, formerly Tomlinson Wealth Management, is now being led by advisor, Stephen Schott. Steve continues the Tomlinson legacy, bringing 3 generations of financial expertise to Prescott, AZ.
Steve is the son-in-law of Andy Tomlinson, formerly of Andy Tomlinson Wealth Management, and has been in the financial business for over a decade. Steve is married to Andy’s daughter, Dana, who was born and raised in Prescott, AZ. Steve is practically a Prescott native, having attended local public schools and is a proud graduate of Prescott High School.
Steve holds an undergraduate degree in finance from the University of Denver and an MBA from the University of Arizona.
Steve has extensive expertise in small business ownership, customer service, capital management, and community involvement. He previously owned an office products company with four locations in northern and western Arizona and was part owner of Prescott Honda.
Schott Financial Management prides itself in making investing accessible to everyone and requires no account minimums. The firm provides investment services, tax reduction strategies, creative estate planning, IRA rollovers, 529 College Plans, and much more.
Steve works with a support team that includes three licensed assistants ensuring the highest level of customer service. Schott Wealth Management blends financial know-how with small-town values helping clients and their families build and preserve wealth for generations to come.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.