Beatrice K Schultz, CFP® - Principal
Beatrice is the co-owner of Westface Financial Advisory, Westface Financial & Insurance Services, and Westface College Planning. She has over 30 years of experience in personal financial services and international corporate business.
Prior to launching Westface Financial and Westface College Planning in 2006, she held global technical sales and marketing leadership positions with such companies as Monsanto Chemical Company, Balazs Analytical Laboratory, Rodel, and Applied Materials.
Beatrice is an Independent Investment Advisor with Westface Financial Advisory, a registered investment advisor. She is also a CERTIFIED FINANCIAL PLANNER™ professional and a licensed life insurance broker.
Beatrice has a Bachelor of Science in Chemical Engineering from Queen's University in Canada and a Masters in Management from Boston University - Vrije Universiteit Brussels, Belgium.
Beatrice is an active member of NAWBO (National Association of Women Business Owners) and is a past board member of NAWBO-Silicon Valley.
Washington State Insurance License 914850
Judy Gjesdal - Client Service Manager
Judy brings over 25 years of direct financial aid experience with a focus on service to students and higher education to the Westface College Planning team.
Prior to joining Westface College Planning, she held positions in Financial Aid departments in private and public colleges. Most recently she was the Director of Financial Aid at Oregon College of Oriental Medicine. She has also held positions at University of Western States, Marylhurst University, and Lewis & Clark College.
Judy has been a member of the Oregon Association of Financial Aid Administrators (OASFAA) since 1996.
Theresa Treadway - Client Service Specialist
Theresa will be graduating from Washington State University with a degree in Accounting in 2021. She has been working in Administrative and Support Services for 5 years and brings that expertise to the Westface College Planning team. Theresa also provides technical support to Moneytrax North America clients.
Prior to joining Westface College Planning, she held several accounting positions in the local Vancouver area. She has been active in her sorority, engaging in multiple charity functions, including a major partnership with St. Jude Children’s Research Hospital.
Theresa has been a Westface College planning team member since January 2020.
Our Core Values guide us daily, in every decision.
At Westface College Planning, we set the highest standards for business ethics and personal integrity. Our reputation is our most prized asset.
Approachability and honesty are the foundations of our business. We maintain high ethical standards that inspire positive values and moral conduct in everything we do.
Complete Client Satisfaction is the key performance indicator that is crucial to our success. We are focused on taking care of our client's best interest and ensure that we are delivering an effective level of service and innovative solutions that bring value to our client.
We take pride in our meticulous adherence to courtesy, honesty, and responsibility in working with our clients and associates.
We invest in our community because we understand the symbiotic relationship between its success and ours.