CLIENT RELATIONSHIP MANAGER

ALI
SCHULTZ

Email: ali@sterlingretirement.com
Phone: 763.762.3402

 

 

PROFESSIONAL

There is a lot that goes on behind the scenes to make sure your accounts are up and running, and Ali plays a major part in client onboarding and account management. Within Client Services, Ali ensures you have everything you need, including paperwork and necessary information from Sterling. Whether you are a new or existing client, Ali also handles contributions and distributions in your accounts.

Ali ensures that we consistently have the most up-to-date information by getting to know you and your retirement goals. You may see Ali during your annual or bi-annual meetings with the Sterling team. Ali will take notes during these meetings to make sure you can look back on what was discussed and ask any questions later.

Ali began her career at Sterling in September 2020. She enjoys the small, but friendly work environment. She also appreciates learning about the financial industry. She applies her job experience to her own personal financial goals.

IN THE NEXT
TEN YEARS...

Within the next 10 years, Ali sees herself continuing to grow a family of her own. She hopes to be able to spend lots of time with her family and friends and make family vacations a priority, just as her parents did when she was growing up.

PERSONAL

Ali was born and raised in Blaine, MN. She enjoys spending time with her family, friends, her husband, Connor, and dog, Remi. She also enjoys traveling, exercising, and relaxing at her family’s cabin. To wind down, Ali enjoys baking and watching her favorite TV shows. Ask about her favorite cupcake recipe!

In August 2024, Ali and her husband, Connor, are expecting a baby girl!

YOUR TEAM

Sterling Retirement Resources, Inc.
120 Broadway Ave S, Suite 200
Wayzata, MN 55391
Main: 763.762.3400  
Fax: 763.762.3409

Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Partners. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

For additional information please contact the advisor(s) listed on the site. Visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

Davis Breen & Tony Woodley are Registered Representatives with Cetera Advisor Networks LLC.

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