Qualifications

G. A. "Jeri" Schuhmann, CLU, ChFC, Certified Estate Planner

Architect of Tax-Advantaged Wealth Strategies

Ms. Schuhmann holds a Bachelor of Business Administration degree from the University of Texas at El Paso (UTEP), and CLU & ChFC designations from the American College, Bryn Mawr, PA.  

Jeri is the Founder and President of Olympic Estate Group, LLC (OEG), and is the former Vice President and Manager of Security Pacific Bank Financial Services.

Professional designations: 

  • Series 6, 7 and 63 , held with LPL Financial.
  • Investment Advisor Representative, LPL Financial
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Certified Estate Planner (CEP)
  • Member of Estate Planning Council of Seattle
  • Lifetime member of DELTA DELTA DELTA Fraternity
  • Avid sailor, and Member of Center for Wooden Boats, Seattle, Washington
  • Member of Society of Financial Service Professionals ®