Our Team

A Diverse Team, Deep in Experience

We specialize in what we do, so that you can focus on what you want to do. Your wealth is personal. So are we. The better you perform, the better we perform.

Financial Advisors

Jim Schlager
Jim Schlager, CFP Founder & Managing Partner Read Bio
Michael Ashley Schulman
Michael Ashley Schulman, CFA Partner & Chief Investment Officer Read Bio
Liz deSousa
Liz deSousa, CFP, CDFA Senior Financial Advisor Read Bio
Daniel Kerr
Daniel Kerr, CFP Senior Financial Advisor Read Bio
Daniel Israeli, CPA, CFP, CFA
Daniel Israeli, CPA, CFP, CFA Financial Service Advisor Read Bio

Tax Advisors

Susan Lash
Susan Lash, CPA Tax Partner Read Bio
Bo Hatakeyama
Bo Hatakeyama Tax Supervisor Read Bio
Laura Lee
Laura Lee Tax Associate Read Bio

Tax & Succession Strategist

Jerry Schnaus
Jerry Schnaus, JD, CPA Tax & Succession Strategist Read Bio
Allen Ahdoot
Allen Ahdoot Independent Consultant Read Bio

Business Management

Tracy Smith
Tracy Smith Senior Accountant Read Bio
Rupali Evans
Rupali Evans Accounting Supervisor Read Bio

Operations

Meena Pegany
Meena Pegany Portfolio Operations Associate Read Bio
Jacqueline Kuhns
Jacqueline Kuhns Operations Associate and Registered Representative Read Bio
Radell Edwards
Radell Edwards Executive Assistant and Operations Coordinator Read Bio
We Are Available by Video Conference

Running Point always offers the option of video conferencing, from initial consultation to ongoing strategic planning sessions, as one of our virtual office capabilities. We recognize how vital this is during the current COVID-19 crisis. Simply contact us to arrange a session. Our full team is available to serve you.