Meet Your Team
Scott R. Schatzle, CFP®
Founder & Financial Planner
I am the proud Founder of Mutual Trust Advisory Group, a fee-only, fiduciary wealth management firm based in Estero, Florida. Since founding the firm in 2013, we have been committed to delivering clarity-based, extraordinary service to the families we serve across Southwest Florida, including Fort Myers, Bonita Springs, and Estero.
After earning a Bachelor of Science in Management from Florida International University, I completed the prestigious CERTIFIED FINANCIAL PLANNER™ designation and have been honored to serve our clients with this trusted credential. I am a contributing author and a distinguished past Chairman and President of the Financial Planning Association.
My dedication to advancing the profession extends to teaching. I have served as an instructor for Boston University’s CFP® Educational Program, helping to train the next generation of financial professionals.
At Mutual Trust Advisory Group, our philosophy is grounded in the belief that financial planning should begin with understanding your goals, values, and dreams. We prize transparency, independence, and stewardship, and we never sell products. Our only compensation comes from serving your best interests.
Outside of the office, I enjoy running, weight training, fishing, and most importantly spending quality time with my wife, Kelly, and our three children Riley, Caitlin, and Cody.
View Bio
Ryan Rocuant, CFP®, CDFA®
Private Wealth AdvisorRyan Rocuant, CFP®, CDFA®
Private Wealth Advisor
As a lifelong resident of Southwest Florida, I have a strong commitment to serving my local community. I hold Bachelor’s degrees in Finance and Economics from Florida Gulf Coast University’s Lutgert College of Business. During my time at FGCU, I balanced my academic pursuits with athletics as a member of the FGCU Division 1 men’s basketball team.
I joined Mutual Trust Advisory Group in 2021, gaining experience in all aspects of the comprehensive financial planning process and developing a client-first approach. Prior to that, I worked as a customer support representative at State Farm, where I honed my skills in delivering exceptional customer care.
Since entering the profession, I have earned the CERTIFIED FINANCIAL PLANNER™ certification, widely regarded as the gold standard in the financial planning industry. I also obtained the Certified Divorce Financial Analyst® (CDFA®) designation, inspired by my father, Paul Rocuant, Esq., a family law attorney in Southwest Florida since 1993. The CDFA® designation allows me to provide comprehensive support to individuals and their attorneys navigating the complexities of divorce. I am also proud to serve on the board of the Association of Family Law Professionals, where I contribute my expertise to support professionals working in family law and related fields.
In my personal life, I enjoy spending quality time with my wife, Haylea, along with family and friends, weightlifting, boating, golfing, and playing pickleball. I have a passion for travel and have been fortunate to explore unique destinations such as Ireland, Chile, Italy, Greece, and Amsterdam.
View Bio
Jennifer Howes
Office ManagerJennifer Howes
Office Manager
I grew up in Northwest Florida and earned my Finance Degree from Florida State University and my master’s degree in Accounting from the University of West Florida. After graduating and living in Charlotte, North Carolina, for 10 years, my husband and I decided to move back to the “Sunshine State” to be closer to the beaches. We have lived in Naples for the past 15 years and have 2 children.
My professional experience includes working in the banking industry for 15 years in the Accounting and Compensation Divisions, serving as the Chapter Executive for the Financial Planning Association of Southwest Florida, and happily serving clients at Mutual Trust Wealth Managment since 2018. When I’m not busy with my kid’s activities, I enjoy Pilates classes, home decorating projects, book club discussions, and various volunteer opportunities.
View Bio
Sara Fletcher
Client Service AssociateSara Fletcher
Client Service Associate
Having spent most of my life in the beautiful state of Florida, I recently embraced a new chapter by relocating to the West Coast with my husband. This move opened the door to an exciting opportunity with Mutual Trust Advisory Group, where I draw on my extensive background in customer service, relationship-building, and years of experience in both the medical and financial industries.
With a strong foundation in medical billing and finance, I'm known for my organizational skills and my philosophy of working smarter, not harder. At the core of my professional approach is a commitment to building genuine, lasting relationships, because I believe trust and connection are the driving forces behind meaningful results.
Outside the office, I'm passionate about staying active, whether that's running and participating in local races or enjoying time at home with my husband, cooking a great meal together, or unwinding with a good movie.
Strategic Partners
At Mutual Trust Advisory Group, we collaborate with trusted strategic partners who share our values and unwavering commitment to client success. These relationships give you access to a broader range of insights, innovative thinking, and well-informed strategies designed to help shape your financial future with confidence.
We are proud to work closely with Eric Stein and Alex Kluesner of East Bay Investment Solutions in shaping our firm’s overall investment strategy. Eric and Alex bring a wealth of market expertise, data-driven analysis, and a collaborative spirit, helping us design tailored portfolios that align precisely with our clients’ goals. East Bay Investment Solutions is an independent firm that partners with us in developing investment strategies, operating separately from Mutual Trust Advisory Group.
Behind the scenes, Darren Moss, our outsourced operations associate, continues to ensure the seamless execution of custodial paperwork from start to finish. With a keen eye for detail and a focus on efficiency, Darren manages the systems, workflows, and operational processes that free our advisors to focus on what matters most, our clients.
View Bio
Eric Stein, CFA
Partner, East Bay Investment SolutionsEric Stein, CFA
Investment Strategist
Prior to joining East Bay, Eric worked for a variety of firms, both large and small. This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as performance measurement, client service, risk analysis, and portfolio construction. During his tenure there, Eric had the opportunity to cover many different types of asset classes, vehicles, and client types. Eric also worked at RSM U.S. Wealth Management (now Choreo Advisors) for 10+ years, serving as the Chief Investment Officer while providing strategic leadership and solutions for their national investment platform.
As a Partner at East Bay, Eric serves a select group of financial advisory firms as their outsourced Chief Investment Strategist. Responsibilities of this role include continuous oversight of advisor clients’ investments, bespoke strategies for unique situations, client communications, and more.
Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local CFA society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence, financial markets, and economic events.
Eric enjoys traveling with his wife, Laura, and their two sons, Scott and Jack. In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments.
View Bio
Alex Kluesner, CFA
Senior Investment Strategist, East Bay Investment SolutionsAlex Kluesner, CFA
Investment Strategist
Prior to joining East Bay, Alex worked for a variety of firms, both large and small. This includes 5+ years with Focus Partners Wealth (formerly Buckingham Wealth Partners) where he held both front and back-office roles such as Advisor to institutional clients and Manager within the Investment Strategy team. During his tenure there, Alex had the opportunity to cover many different types of asset classes, vehicles, and client types while focusing on manager research, due diligence, and client-education efforts. Alex also worked at Wells Fargo Advisors for 3 years, serving as a Performance Reporting Analyst.
As a Senior Investment Strategist at East Bay, Alex supports firm leadership as they serve a select group of financial advisory firms as their outsourced Chief Investment Strategist. Responsibilities of this role include continuous oversight of advisor clients’ investments, bespoke strategies for unique situations, client communications, and more.
Alex is a proud graduate of the University of Missouri—Columbia where he earned a Bachelor of Journalism as well as an MBA with an emphasis in Finance from the University of Missouri—St. Louis. Alex also earned the Chartered Financial Analyst (CFA) designation in 2023 and continues to stay involved in the local CFA society.
Alex enjoys spending free time with his wife, Abby, and two children, Russell and Eleanor, exploring the outdoors, going to sporting events, and traveling the globe. Alex’s ideal weekend day consists of an early morning workout, a round of golf, taking the family on a field trip, and sitting by the bonfire on calm summer’s evening.
View Bio
Darren Moss
Operations Associate, Virtual Outsource SolutionsDarren Moss
Operations Associate, Custodial Paperwork & Client Service Support
I am a seasoned professional with a robust background in finance and operations. Raised in the suburbs of New York City, I earned a degree in Economics from Binghamton University, part of the State University of New York system. My career spans 16 years on Wall Street, predominantly within two long-short equity hedge funds, where I specialized in trading, operations, marketing, and client relationship management.
In 2016, I transitioned from Wall Street to dedicate time to my family as a stay-at-home dad, an experience that profoundly influenced my personal and professional outlook. My passion for finance eventually led me back to the industry, where I now assist financial advisors in expanding their practices. I thrive on problem-solving and have a strong commitment to enhancing business efficiency to improve client service.
Beyond my professional life, I am an avid skier and enjoy the outdoors, particularly in the Adirondack Mountains of New York. I actively participate in community activities, volunteering on local government committees and with non-profits focused on enhancing outdoor spaces and recreational opportunities. I also enjoy playing lacrosse and soccer with my two children.
What We Value
The Importance of Transparency
When it comes to wealth management in Southwest Florida, our firm is Transparent in everything we do. We are at your side as stewards ready to help guide you in making prudent financial decisions. We act on this by serving as a ‘True Fiduciary’ and disclose all the benefits, drawbacks, costs, and services you can expect. Each financial choice supports your best interests and confidently empowers you to define your family’s legacy.
The Importance of Integrity
Our firm stands on Integrity. We exist to provide honest and selfless professional wealth management services to you and your family. The foundational virtue of integrity is embedded in the very fabric of our firm, and it is evident through the authentic people serving you.
The Importance of Excellence
Our firm is committed to Excellence. We are craftsmen seeking maximum potential, and progressively moving toward the highest utilization of all we have been given. There simply is no alternative for our clients. Our team demonstrates excellence by actively listening to your financial needs, seeking innovative and better ways to serve you, remaining open to feedback, and driving value for your family. We are continually called to excellence.
