RANDY B. STOLTZ
After producing Video Brochures to direct selling companies in the early 90s, Randy launched his financial services career in 1998. As an early investment professional, he started brokering life & health insurance to parents of college-bound students. This growing niche expanded into founding Campus Advisers which morphed into Stoltz Financial Partners’ financial planning. As the client base and team continued to grow, this expanded the opportunity set to brand as Clear Direction Investments.
This allows Stoltz to operate in a fiduciary manner matching client needs with insurance carriers, succession planning & risk management firms, and alternative asset classes such as Oil & Gas royalties, Private Placement real estate offerings…including QOZ (qualified opportunity zone) funds, REITs and 1031 DST (Delaware Statutory Trust) funds.
Outside of real estate investing, he works closely with public stock/bond/ETF investment managers, Stonebridge Capital Advisors…professional portfolio managers who interact with clients alongside Stoltz, tailoring each account according to goal. He is a licensed registered representative with Concorde Investment Services which provides vetted access to many leading alternative investment firms, particularly in the 1031 DST space.
Stoltz is an Arizona native, growing up near Old Town Scottsdale. He attended Coronado high school, then earned bachelor degrees from ASU in marketing and finance. He married Patti, a Chicago native, in 1991. They have 2 sons, Carson and Trenton.
John K. Schonberg*, CFA
Chief Investment Officer & Portfolio Manager, Stonebridge Capital Advisors
John is an owner of Stonebridge and as Chief Investment Officer, he oversees the investment activities of the firm and directs the portfolio management teams and committees. He is one of the Portfolio Managers in charge of institutions and high net worth individuals and is also the lead manager of the covered call strategy.
John’s investment industry experience started in 1988 after earning his Bachelor’s in Finance from the University of Nebraska-Lincoln. Before joining Stonebridge in 2013, he started his finance career as an analyst at Piper Jaffray and was promoted to Sr. Portfolio Manager. In 1997 he joined Columbia Management as a Sr. Portfolio Manager during the time they were purchased by Ameriprise.
Carson is the newest addition to the Clear Direction team. In this role he will be learning the entire business spectrum while starting with administrative and operational functions. A natural extrovert, Carson brings with him a very strong work ethic, an eagerness to learn, and a positive attitude.
Says Carson, “I am humbled by the rare opportunity to continue our family’s business into future generations, keeping things productive and focusing on putting people first and finances second.”
Carson earned his Bachelors in University Studies from Northern Arizona University in 2018. During those years, he was the head manager for the Lumberjacks basketball team. The year prior to joining Clear Direction Investments he worked for the Flagstaff Honda dealership.
Denise Webster began her career as an Executive Assistant in Connecticut for Barclays Business Credit, a subsidiary of Barclays Bank of London. Her responsibilities grew supporting the Accounting Manager, VP of Treasury Operations, Sr. VP of HR, COO and eventually the CEO.
After 12 years at Barclays, she relocated to Arizona and worked as an Executive Assistant supporting several C-level executives at Giant Industries.
Before joining Clear Direction Investments, Denise was a Senior Recruiting Manager for a boutique staffing firm where she specialized in helping companies build their businesses by recruiting and staffing their key positions in Accounting, Finance, Human Resources, Marketing, Sales and IT.
Now at Clear Direction Investments, Denise supports the President, Randall Stoltz and Operations Manager, Carson Stoltz.
Denise graduated from Adelphi University in New York with a bachelor’s degree in English. She enjoys cooking, reading, solving crossword puzzles and country & ballroom dancing.