Our Team

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.

Jason C. Tolzman is a financial advisor at Schooner Financial Associates. Jason began his financial planning career in 2023 after graduating from Arizona State University with a Bachelor of Arts degree in Financial Planning and a Minor in Psychology. He holds a Series 7 and 66 securities licenses as well as Life Insurance, Variable Annuity, and Long-Term Care Insurance licenses.

Jason’s focus is to help individuals build wealth, save for retirement, prepare for emergencies, and protect their families.  He believes working with a trusted advisor and building a lifelong relationship with them is a crucial part of achieving financial goals.

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