​Any friend of yours is a friend of ours.

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Jeff Schultz
- Owner and Financial Advisor

Even as a child Jeff was working to get more interest on his credit union account. He likes working with people too, and no profession combines his interests quite like helping his clients meet their financial planning and retirement income goals.
 
In a small town people talk, and that’s something Jeff’s counting on. He’s built his business based on word of mouth, and knows you have to work hard. He also believes the client comes first.  That’s why for over 25 years he’s dedicated his career to making sure the residents of Columbia County and the surrounding area have a competent source for financial information.
 
As a student, Jeff earned his Bachelor of Science in Business Administration from Oregon State University, and his Master of Science in personal financial planning from the College of Financial Planning.
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When he’s not working, he enjoys spending time with his wife, Leanna, and his daughter, Olivia, as well as fishing, kayaking, going to the beach, playing with his two Labrador retrievers, woodworking, and gardening.​

Janet Barrett
​- Director of Operations

Janet is the first person to greet everyone who walks through our door. She maintains the client database, filing system and spreadsheets, submits applications and service requests and makes sure the office runs smoothly. 
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Janet has been with Schultz Retirement right after it was established in 2013, she truly cares for our clients and always goes above and beyond to make sure they are taken care of. She is a very dedicated employee, rarely ever misses a day and is one of our offices go to people. When Janet isn’t at the office she enjoys working on D.I.Y projects around her house, spending time with family and friends, and playing with her dogs. ​

Michael Leipzig
- Medicare Insurance Specialist

Michael is licensed and certified in life and health insurance and has been helping people navigate their Medicare and healthcare options since 2020. He prides himself on delivering excellent customer service and takes care to ensure clients never feel like they’re talking to a typical insurance salesperson. His goal is to simplify a complex system and be a trusted resource for the community.

Michael spent part of his childhood in Scappoose before moving to Southern California, where he attended high school and later graduated from California Lutheran University in 2013. After college, he lived in Hawaii, working as both a substitute teacher and server before returning home to Oregon.
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Outside of work, Michael enjoys exploring the Pacific Northwest with his wife, Ally-whether it’s a drive through scenic backroads, a hike, or time on the water-and also cherishes quiet evenings at home with their cat, Maus.

James Ryan
​- Financial Planner, Social Security Advisor

As a financial planner James is involved with all things retirement and prides himself on providing excellent customer service. Whether you are just starting your retirement journey, or looking to get your financial strategy in place, James takes pride in being a resource for those in our community.

In addition to his financial planning experience, James is our office Social Security advisor. He is accredited by the National Social Security Association and leads monthly education seminars in Columbia County.

​James joined the team at Schultz Retirement in summer 2021 after several years in the financial services industry.  Originally born and raised in Chicago, Illinois, James graduated from St. Louis University with a B.S. in Economics in 2018. He also met his future wife while in college, and together they are raising a growing family here in Oregon.

Brooke Meyers
- Office Administrator

Brooke is an office administrator at Schultz Retirement, Joining the team in September of 2024. Her role includes answering phone calls, greeting clients, scheduling appointments and assisting wherever needed.

Originally from Southern California, Brooke moved to Oregon in 2004. Over the years she has built a strong background in customer service as a server, bartender and hairstylist. In her free time Brooke enjoys quality time with her husband, Luke, and their two daughters, Baylee and Sydney. She loves going on camping trips, creating delicious meals, and family movie nights.​

Jakob Robbins
​- Marketing Manager

As Marketing Coordinator, Jakob oversees all things marketing and communication at Schultz Retirement—from managing digital campaigns and designing educational materials to organizing workshops and coordinating community events like Client Appreciation Day. With an eye for strategy and creativity, he ensures the firm's message stays authentic, approachable, and impactful.

Born and raised in Columbia County, Jakob is deeply connected to the local community and takes pride in helping clients feel informed and supported. He's been with the Schultz Retirement team since he was 17 years old and in high school, and has grown into a trusted presence behind many of the outreach efforts from the office.

When he’s away from the office, Jakob enjoys spending time with his wife, Savannah, and their friends-whether that means relaxing at home, exploring the outdoors, or planning their next fun project together.​

Jessica Patterson
- Office Administrator

Jessica grew up in Northeast Montana and moved to OR in 1999. She studied Business and Merchandising in Long Beach, California, and is now working toward her Bachelor's in Business  Administration.

​In her free time when not hitting the books, Jessica loves traveling with her husband and three kids, especially during summer breaks.  She enjoys baking sweet treats, styling her home, doing anything creative, tending to her garden, and going for bike rides to soak up the sun.