Barrett Schultz

Barrett serves as Chief Compliance Officer at CoastalOne and is responsible for the implementation, execution, and management of the compliance department to ensure adherence with all applicable SEC, FINRA, state securities board, and rules within the regulatory framework. Barrett is an ambitious, results-oriented professional specializing in contract management, strategic planning, risk assessment, process mapping, internal audits, and relationship management. He has worked in the financial services industry for over 25 years and in compliance for over 15. Prior to joining CoastalOne, Barrett served as Chief Compliance Officer and VP of Operations at McNally Financial Services Corporation and as Chief Compliance Officer at Investors Life Insurance Company Of North America and ILG Securities Corporation. He has a Bachelor of Business Administration degree in finance from the University of Texas at San Antonio and a Master of Business Administration degree with an emphasis in finance from the University of the Incarnate Word. In addition, he holds Series 6, 7, 24, and 63 FINRA licenses. Outside of the office, Barrett enjoys hiking, traveling, seeing live music, and spending time with his wife and children. He and his wife have been friends since middle school and married after reconnecting at their 20-year high school reunion.