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John W. Schatz, CRPC ®

John W. Schatz, CRPC ®

Director of Financial Planning & Member of Investment Strategy Group

  • Areas of expertise: Investment Planning, Private REITs, Annuities, Gold-Silver, Alternative Investments, Behavior Finance and including the integration of the investments into the comprehensive financial planning processes.
  • Bachelor’s degree in Family Resource Management from The Ohio State University in 2000. National speaker/trainer for Lincoln Financial Advisors.