Get To Know
We are an independent financial group in Cincinnati, Ohio that provides tailored and life-centered income solutions. We combine the sincerity of a family office and the sophistication of a 40 year financial management team to help clients create, preserve, maximize and enjoy their wealth.
Our story starts over 40 years ago in 1982 when Neal Schulte founded the still thriving, Schulte & Uhrig, CPAs, followed by the installation of Schulte Financial Group, LLC in 2003. We have applied the same founding principles of both original Schulte Group companies to create. Brass Tax Wealth Management. Led by the next generation, brother and sister team, Nick and Leah Schulte, BTWM offers robust holistic financial solutions.
We adhere to the “Fiduciary Standard,” which consists of a duty of loyalty and care, and simply means that the advisor must act in the best interest of his or her client at all times and in all circumstances!
OUR SPECIALIZED TEAM
A finance graduate from the University of Cincinnati, Nick has been working in the financial services industry since 2007. Nick is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant.
Leah is a CERTIFIED FINANCIAL PLANNER™ and Licensed Professional Counselor. She has served the financial industry since 2010. She graduated Summa Cum Laude with a B.S. in Business Admin from DePaul and graduated, with an M.A. in Clinical Mental Health Counseling from Xavier University.
NEAL G. SCHULTE
Neal graduated with a B.A. in Accounting from Xavier University and holds a Masters of Taxation from the University of Cincinnati. He is a Certified Public Accountant, a Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™ and an LPL registered investment advisor associate.
MANAGER & SENIOR ASSISTANT
Cathy is the proud mother of two accomplished children. Cathy joined our team in 2003. Her husband, Jay, has been a CNC machinist and machine shop leader for over 40 years at a 125-year-old Cincinnati manufacturing institution. In her spare time, she enjoys music, the culinary arts and spending time with her family and their collie.
Jonie completed coursework at Miami University and University of Cincinnati. Following that she was
a teller for a Credit Union where she met her husband, Steve. Before joining our team she worked as a branch manager and billing specialist for a printing company. Jonie and her husband Steve are parents to daughter, Madeline, a college student at the University of Cincinnati and son, Casey, a student athlete at Deer Park High School.
PARAPLANNER & CPA
Blaine attended the Lindner College of Business at the University of Cincinnati where he attained a BA in Accounting and Master’s of Science in Accounting. He was an intern at Schulte & Uhrig throughout his time spent in at UC. Blaine was welcomed to the team full-time in 2017 and he received his CPA license in 2018.
Amanda is a graduate from National College with her degree in administrative work. She is thrilled to walk through life next to her beloved husband, Eric. In her spare time she enjoys spending time with family, friends, church, reading, organizing, collecting china and drinking tea.