Schott Financial Management Celebrates 40 Years of Financial Guidance and Community Commitment in Prescott

PRESCOTT, Ariz. (2026) — Schott Financial Management proudly celebrates 40 years of trusted financial guidance, community involvement, and generational leadership in Prescott, Arizona. The firm’s roots trace back to 1986, when Andy Tomlinson founded Tomlinson Wealth in Prescott. Built on the principles of personalized service and a deep commitment to the local community, Tomlinson established a firm that quickly earned the trust of families and businesses throughout Northern Arizona.

In 2010, Steve Schott joined the business as a Financial Advisor, bringing with him a strong background in business ownership, customer service, and capital management. Steve moved to Prescott in 1970, a proud graduate of Prescott High School, he holds a finance degree from the University of Denver and an MBA from the University of Arizona. His professional experience includes owning an office products company with four locations across northern and western Arizona, as well as part ownership of Prescott Honda. He contributes to his community and a current YMCA board member and a former adult leader of the Boys Scouts of America. 

In 2020, Steve and his wife, Dana—Andy Tomlinson’s daughter and a Prescott native—purchased the firm and rebranded it as Schott Financial Management. Today, the firm continues to build upon its legacy, combining decades of financial expertise with a modern, client-focused approach. “Growing up in Prescott and watching my father build this business from the ground up has been incredibly meaningful. Today, alongside Steve, it’s an honor to carry that legacy forward—serving the same community that shaped us, and helping families feel confident and cared for in every stage of their financial journey.” – Dana Schott

Now in its fourth decade, Schott Financial Management is supported by a dedicated team with more than 50 years of combined experience. The firm offers a comprehensive range of services, including investment management, tax reduction strategies, estate planning, IRA rollovers, and 529 College Savings Plans. Notably, Schott Financial Management is committed to making investing accessible to everyone, with no account minimums required. “Celebrating 40 years is more than a milestone for us—it’s a reflection of the trust our clients have placed in our team across generations. At Schott Financial Management, we’ve built our foundation on relationships, consistency, and doing what’s right for every client. As we look ahead, our commitment remains the same: to guide families and businesses with integrity, experience, and a long-term vision for their financial future.” — Steve Schott “It’s about relationships, trust, and helping families in our community plan for their future with confidence.”

Clients of Schott Financial Management experience a personalized, one-on-one approach in a welcoming, family-like environment. Supported by three licensed assistants, the firm prides itself on exceptional customer service—greeting clients by name and providing a comfortable, private setting designed to foster trust and long-term relationships.

Schott Financial Management has recently transitioned its broker-dealer relationship to LPL Financial, selecting the firm for its self-clearing platform and advanced technology designed to enhance the client experience and streamline operations. According to Steve Schott, LPL’s integrated technology and self-clearing capabilities provide a more seamless and efficient experience for both the firm and its clients. The transition also introduces an upgraded client portal with improved reporting and a simplified, one-stop experience, allowing the Schott Financial Management team to spend more time focused on personalized client service.

As a locally owned and operated business, Schott Financial Management represents three generations of leadership and a continued dedication to serving the Prescott community with integrity and care.

Schott Financial Management is located at 824 Valley Street in Prescott, Arizona.

To learn more, visit www.SchottFinancialManagement.com.

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Read full securities disclaimer. 

Contact:

Schott Financial Management 

824 Valley St Prescott, AZ 86305

P: (928) 776-1031

www.SchottFinancialManagement.com