Our Team

Earl D Schultz

As a seasoned educator, public speaker, and respected financial professional, Earl is the founder and President of Strategic Wealth Advisory, LLC. Having been in the industry for more than 20 years Earl holds series 6, 7, 63, and 66 securities licenses and also the designations of Chartered Financial Consultant and Charered Life Underwrited from from The American College.  Earl is an Investment Advisor Representative which means he has a legally binding fiduciary responsibility to always work first and foremost in the best interests of his clients. Earl is a member of Ed Slott's Master Elite IRA Advisor Group* and has also studied various aspects of business development with nationally recognized Dan Sullivan of Strategic Coach, Brian Tracy of Tracy International, and Norm Trainor of The Covenant Group. Earl's passion is teaching and implementing strategies designed to help his clients realize greater success and enjoyment in their retirement years. It's Earl's belief that much of the financial industry puts far too much focus on sales rather than on client education and planning.

Prior to opening the doors of his advisory practice Earl had a successful career as a structural engineer where he was previously able to use his love of math in the design of nuclear and fossil fuel power plants, hospitals, airports, and various other designs. It was his desire to have a more direct and personal impact on the lives of individuals that led him to the financial industry.

Earl and his wife Debbie were high school sweethearts. Together, they are very proud of their two children, Kelly and Matthew and their spouses. They feel blessed to have five beautiful grandchildren. Earl and his wife are active in their local church and serve as ambassadors with the Alliance Defending Freedom, a nonprofit organization dedicated to protecting our religious freedoms and keeping the door open for the spread of the Gospel.

 

*Being a member of Ed Slott's Master Elite IRA Advisor Group does not imply a certain level of skill or training.

Kelly White

Kelly joined Strategic Wealth Advisory in December 2007. Kelly has always enjoyed math and is known to be very precise and detail-oriented. This serves her well when working with detailed financial plans. In addition, she provides support for all software issues that arise and is responsible for building and maintaining the eMoney websites for clients.

Kelly graduated from Penn State University with a degree in Elementary Education and a minor in Business Administration. She has taught the 2nd and 5th grades. After marrying and moving to Howard County, Maryland, she also pursued her love of travel as a travel agent for AAA. Looking for a change, Kelly worked in the Credit Department of a bank where she served in various capacities while working with commercial and real estate loans. After returning to Pennsylvania, Kelly continued in the financial industry and joined Strategic Wealth Advisory.

Kelly is married to her husband and, together, they have a son and a daughter.  Kelly’s best memories are those spent with her kids or traveling. She has particularly fond memories of a family trip to Hawaii, climbing waterfalls in Jamaica, and jet skiing in the Cayman Islands.

Kelly most enjoys spending time with her husband and kids, traveling, going to the gym, decorating cakes, or reading suspense mysteries.

Shannon LaRosse

Shannon joined Strategic Wealth Advisory in June of 2013. She brought to the company an impressive background serving as an office manager/paralegal at a law firm in Chester County, PA. Feeling that she was not in the industry in which she wanted to cultivate a lifelong career she began to also pursue an Accounting degree. Shannon always had a desire to work within the financial industry in some manner and believes she found that home with Strategic Wealth Advisory.

Since joining the firm, Shannon has become a student of the business and has obtained the series 7 and 66 securities licensing. She is Investment Advisor Representative which carries a legally binding fiduciary responsibility to always put the clients’ interests ahead of all else. Shannon has become proficient in the area of crafting comprehensive retirement plans that encompass income distribution, growth, and tax planning.

“I am most passionate about helping people work toward their financial goals,” Shannon says, “Our clients have been saving for their retirement for many, many years, so they deserve to retire well and with a solid financial plan in place.”

Shannon attended Lancaster Bible College and graduated with a Bachelor of Science Degree in Bible and Professional Counseling. During that time she also studied in the country of Hungary at the Word of Life campus near Budapest. In addition, she has earned a Certificate of Proficiency in Accounting from Reading Area Community College.

She is married to husband Josh, and together they have a beautiful daughter named Nora. Aside from being a “mom” Shannon says she is most proud of competing in, and finishing, the annual Spartan Sprint at Blue Mountain in July each year.

She enjoys spending family time with her husband and daughter along with their two dogs named Ellie and Panzer. In her spare time Shannon likes jogging, family hikes, and gardening. Shannon, Josh, and Nora also enjoy what she calls their “living room dance parties.”

Debra L Schultz

Debra (Deb or Debbie) is the office manager for Strategic Wealth Advisory. She has an extensive background in secretarial work and office management. She also has a special skill in organization.

Having graduated from Lehigh County Community College with a degree in Secretarial Science, she first worked for UGI gas works in the Allentown office. Since then she has held a very prominent position in the Department of Research on Human Resources and Economics on the main campus of The Pennsylvania State University working directly for numerous PhDs in the department. She has also worked with the Reading Area Community College prior to joining Strategic Wealth Advisory in the late ‘90s.

Deb is married to Earl. (Who says husband and wife cannot work together all day?). They both enjoy traveling together for a little “down-time.” Together they have two amazing children, Kelly and Matthew and two children in-law. Deb loves to spend time with the four grandchildren and a fifth is on its way. In her personal time Deb very much enjoys spending time gardening and doing things around the house.


Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR, AZ, DE, NC, PA, VA, WV. Shannon- PA. For investment advisory services these states include: Earl-AR, AZ, CA, DE, NC, PA, RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill.

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