Team

Frank Shultz is a seasoned financial advisor who helps individuals, families, and business owners build, preserve, and pursue long-term wealth. He develops personalized financial strategies tailored to each client’s goals, risk tolerance, and life stage.

Guided by his integrity and relationship-focused service, Frank provides clear, practical guidance in retirement planning, investment management, wealth preservation, and financial goal setting. He is committed to helping clients make confident, informed decisions in a changing financial environment.

Frank’s approach is grounded in a simple principle: any recommendation must pass the “mom and dad or grandpa and grandma test” before it is ever suggested—ensuring it is clear, appropriate, and something he would confidently stand behind for his own family.

Frank lives in Jamestown, NY with his family. He enjoys spending time outdoors riding dirt bikes and motorcycles, visiting his hometown of Limestone to see his dad, golfing, hunting, traveling, and daily life with Jennifer and their three children.

Frank’s advisory approach is built on trust, transparency, and long-term partnership. “It takes years to build trust and seconds to lose it.” He focuses on simplifying complex financial concepts and delivering strategies that support lasting financial well-being and confidence.

Nancy Deyo was born and raised in Buffalo, New York. She earned a Bachelor of Science degree in Economics and Finance from SUNY Buffalo State College.

After marrying her husband, Steve Deyo, Nancy made Jamestown, New York, her home, where she has lived for more than 20 years.

She has built a successful career in banking and finance, bringing years of experience and a strong commitment to serving her clients.

Nancy’s favorite part of her work is building meaningful, lasting relationships with clients. She takes pride in getting to know the people she serves and supporting them as they navigate their financial journey.