Jamestown, NY
15 Dunham Ave
Jamestown, NY 14701
Office: 716-708-1059
Frank Shultz
VP of Investment Solutions / Financial Planner
Nancy Deyo
Client Service Specialist
Frank Shultz
VP of Investment Solutions / Financial Planner
Frank Shultz joined Cedarwood Financial Partners as a founding partner after serving his clients at Edward Jones for more than twelve years.
Frank earned a Bachelor of Business Administration from Gannon University in Erie, Pennsylvania.
Being part of his community by always lending a hand in both Bemus Point and Limestone is something he enjoys and takes pride in.
Frank and his family enjoy all the time together they can. He loves being on Chautauqua Lake, golfing, hunting, and riding motorcycles. Many weekends are spent with his family and his dad in Limestone maintaining the family property.
Frank's approach is simple, he treats everyone as he would like to be treated. Getting to know you and your needs comes first. Developing trust and a strong relationship is crucial.
Nancy Deyo
Client Service Specialist
Nancy is a Client Service Specialist with Cedarwood and provides exceptional customer service and treats clients the way she would like to be treated. Nancy’s father and father-in-law always said, “If you love your job you will never work a day in your life,” and that’s what Nancy feels like she gets to do! She enjoys building relationships with clients that become friendships and notes this is the very reason why she started in this profession. Nancy holds a Bachelor of Science in Economics from Buffalo State University. She has been in the financial industry for over twenty years, with seven years in banking and thirteen years in her current role.
When Nancy isn’t at the office, you can find her spending time with family and friends, enjoying skiing and snow shoeing in the winter & biking in the warmer months.
When asked where she would go for local fare, she said Lena’s Pizza in Jamestown, hands down.
