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
Tammy Trenta Knowlton
Tammy Trenta Knowlton, MBA, CFP Partner Read Bio
Liz deSousa
Liz deSousa, CFP, CDFA Senior Financial Advisor Read Bio
Daniel Kerr
Daniel Kerr, CFP Senior Financial Advisor Read Bio
Josh Mudse
Josh Mudse, CFP Financial Advisor Read Bio

Tax Advisors

Susan Lash
Susan Lash, CPA Tax Partner Read Bio
Joshua Forrester
Joshua Forrester, CPA Senior Tax Manager Read Bio
Todd Stern
Todd Stern, CPA Tax Manager Read Bio

Tax & Succession Strategist

Jerry Schnaus
Jerry Schnaus, JD, CPA Tax & Succession Strategist Read Bio

Business Management

Melissa Rhys Moore
Melissa Rhys Moore Business Management Partner Read Bio
Tina Conaway
Tina Conaway Senior Accountant Read Bio
Rossy Flores
Rossy Flores Bookkeeper Read Bio
Reneé Green
Reneé Green Bookkeeper Read Bio
Tracy Smith
Tracy Smith Full-Charge Bookkeeper

Operations

Jacqueline Kuhns
Jacqueline Kuhns Operations Associate
License # 0186813
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.