ALI SCHULTZ, CLIENT SERVICE ASSOCIATE

     763.762.3413

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 that role. Within Client Services, Ali ensures you have everything you need, including paperwork and necessary information from Sterling. In that role, she is an ambassador of our firm. Ali also updates our database of client information so that we can serve you effectively.

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.

 

Education

University of St. Thomas

Ali was born and raised in the Twin Cities. In her free time, she enjoys weekends with her parents and two younger siblings, and her friends. She also enjoys traveling, practicing yoga and golfing. To wind down, Ali enjoys baking. Ask her about her favorite cupcake recipe!

Ali also spends quite a bit of time entertaining her two dogs, Toby and Finn. Her pups require a lot of snuggles and walks!

 

Retirement Goals

“I’d like to plan my retirement so that I can support myself, but also my family. I also love to travel, so I’m looking forward to saving space in my retirement planning for that, too!”

Sterling Retirement Resources, Inc.
8401 Golden Valley Road, Suite 225
Golden Valley, MN 55427
Main: 763.762.3400  
Fax: 763.762.3409

Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources 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.

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