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Yvonne Schultz, 

Senior Associate

Yvonne is a Senior Associate for Skip Wise, working with high net worth clients for over twelve years. Her primary role on the team consists of preparing client balance sheets and working with the Senior Team Analyst on client portfolios. She graduated Summa Cum Laude from Notre Dame De Namur University in 2006 with a B.S. in Business Administration and an M.B.A. in Finance & Marketing. She is currently a member of the Financial Planning Association, San Francisco Chapter and a Notary Public.