Katrina Schultz



As an assistant at Gebhardt Financial, my role involves helping with daily operations.

I received my Bachelor’s degree in History from Transylvania University in Lexington, Kentucky. During my time there, I was fortunate to grow my passion for history through studying abroad for a semester at St. Andrews University in Scotland. My summertime hobby is being part of reenactments of WWII and Scottish Highlands. Although Wisconsin will always be home, I enjoy traveling as much as possible to visit family and friends or to experience new places.

In addition to history, I have a passion for community involvement. Through my church, I volunteer with Hunger Task Force and am a long-time member of the handbell choir. I have been a co-leader of the same Girl Scout troop of a dozen girls from Daisies to Juniors.

I am excited to be part of a company that strives to establish financial security for our clients.

Photo of team member

Brenda Gebhardt

Financial Advisor


My professional credentials include Series 63/7/66 securities registrations, Registered Representative and Advisory Services.  I also hold Life Insurance and Long Term Care Insurance licenses.

I have lived the greater part of my life in the Milwaukee area, but also enjoyed 4 years (up north) in Ladysmith where some of my family is still located.

I like spending time with family and friends and my two Cocker Spaniels- Freckles and Riley.   I enjoy relaxing, boating/fishing, gardening and entertaining at the cottage. I also enjoy ringing bells in my church bell choir, bowling, volunteering and I am the secretary for our lake association.