Our Team

Alan Schmidgall is President and co-founder of Schooner Financial Associates.  Alan received his undergraduate degree from the University of Arizona in 1983 and an MBA in finance from Arizona State University in May of 1985.  Alan’s career in financial planning began in August of 1985 and in addition to his MBA he holds Series 6, 7, 24, 63, and 65 securities licenses as well as being licensed for Life Insurance and Annuities.

In 1993 Alan co-founded Schooner Financial Associates with Brad Parish.  Their goal was to create a firm where high quality financial representatives could provide comprehensive financial planning to clients as independent advisors.  While adhering to strict industry guidelines, independent advisors can offer an unbiased array of products and services to their clients thus serving the goals of the client, not the goals of a captive or proprietary financial firm.

Alan accepts new clients on a referral basis only to limit the number of accounts, ensuring that existing clients receive first class service and communication, resulting in life-long relationships with his clientele.

Craig J. Tolzman is the Vice President of Schooner Financial Associates.  He began his financial planning career as a registered representative in 1991 after graduating from Arizona State University with a Bachelor of Science degree in Finance. Craig has helped clients achieve and maintain financial independence through a wide array of investment options and strategies.  He is an Investment Advisor Representative holding a Series 6, 7, 63, and 65 securities license as well as a Life Insurance, Variable Annuity, and Long-Term Care License.

Craig’s love of investing began at age 18 when he opened his first brokerage account and began buying stocks with money earned while working part time during high school and college. Craig enjoys helping people save for retirement, children’s educations, new cars or homes, emergencies, and helping protect families through life insurance or long-term care coverage. Personally, in 1994 he married his wife Kristy, and they have two adult sons who are also Financial Advisors with Schooner Financial Associates.

New clients are only accepted through referrals so that each client receives personalized attention.

Drawing on more than 15 years of experience helping clients navigate important financial decisions, Jacob W. Parish, CFP®, focuses on three groups:

Professionals in leadership roles with stock compensation, including RSUs, ESPPs, and stock options

Mid-career healthcare professionals balancing growing wealth, employee benefits, and student loans

Couples 5–10 years from retirement who want a clear, reliable plan for turning savings into income

Since 2009, Jacob has helped clients simplify complexity and move forward with confidence by bringing investments, tax planning, equity compensation, and protection planning into one coordinated, plain-English strategy. He works with clients virtually across the U.S. and meets in person by appointment in Scottsdale, Arizona.

Learn more about Jacob’s planning approach.

Jared C. Tolzman is a financial advisor at Schooner Financial Associates. Jared has been helping clients since 2021 after graduating from Arizona State University with a Bachelor of Science degree in Finance in 2020. He holds a Series 7 and 66 securities licenses as well as Life Insurance and Variable Annuity licenses.

Jared’s focus is to help individuals achieve their financial goals and objectives through saving and investing. He helps clients create lifelong financial plans to build wealth, save for retirement, prepare for emergencies, and protect their families.

New clients are only accepted through referrals so that each client receives personalized attention.