Katrina Schultz

Assistant
262-785-6160
262-785-6160

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.