Joan Schultz

Office Administrator

With more than 30 years of customer service experience, Joan keeps the office running smoothly and efficiently.  She handles the day-to-day administrative and operational needs of our clients, including, but not limited to, opening of new accounts, updating account information and managing account transfers.  Joan prides herself in the concierge customer service she provides to our clients. 

Joan is a graduate of the University of Toledo and is often hunting treasures at estate sales or visiting local art shows. Joan enjoys reading, gardening and spending time with her adorable grandchildren.