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.

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Jim Schlager,CFP Founder & Managing Partner Read Bio
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Michael Ashley Schulman,CFA Partner & Chief Investment Officer Read Bio
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Susan Lash,CPA, MST Tax Partner Read Bio
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Tammy A. Trenta,MBA, CFP Partner Read Bio
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Liz deSousa,CFP, CDFA Senior Financial Advisor Read Bio
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Daniel Kerr,CFP Senior Financial Advisor Read Bio
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Melissa Rhys Moore Partner, Running Point Tax & Consulting Read Bio
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Tina Conaway Senior Accountant Read Bio
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Rossy Flores Bookkeeper Read Bio
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Devona Hart Junior Accountant Read Bio
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Reneé Green Bookkeeper 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.