After operating independently for 17 years, Chris Eggleston and Stephen Schultz founded Family Tree Financial in 2021 with a guiding principle: only recommend to clients what we would advise our own family to do. This simple yet powerful idea is what brought Chris and Stephen together, driven by their shared passion for providing sound financial advice.
Since our inception, we’ve grown into a close-knit team that treats every client like family. What started as a small practice built on trust and personal relationships has developed into a firm where collaboration, integrity, and client success guide everything we do. Alongside Chris and Stephen, we’re proud to welcome our partner and financial advisor, Sage Kendall. Sage has worked closely with the firm’s founders for more than 20 years, building a deep understanding of our philosophy, process, and commitment to the families we serve. Joining Family Tree Financial was a natural progression in a long-standing relationship rooted in shared values and a genuine passion for helping others.
Partner │ CERTIFIED FINANCIAL PLANNER™ Professional
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
