Retirement Simplified

Jeff was born and raised in St. Helens and graduated from St. Helens High School and currently lives in Warren, Oregon. He received his Bachelor’s degree in Business Administration from Oregon State University in 1999. He has 21 years of experience in providing Investment, Insurance, and Retirement advice to his community. He has been a Certified Financial Planner since 2004 and also got his Life and Health Insurance that same year.  

In 2021, Jeff was introduced to Bridlewood Insurance. He really admired the business process because of putting clients first and focusing on giving them all the assistance they need with their Medicare. Jeff loves helping clients in all aspects of retirement. Other than assisting seniors with their Financial Services, being able to assist with their Medicare is just another great addition to Schultz Financial Services. 

Jeff has been married to his wife Leanna for 13 years and they have a 10-year-old daughter named Olivia. He likes to spend time with his family and pets when he has free time. Living on 5 acres, he likes to upkeep the gardening and woodworking of his home. When not attending to the home improvement, he really enjoys the outdoors and that involves hiking, fishing, kayaking, and going to the beach.