SCOTT R. SCHATZLE, CFP®

Founder

Scott R. Schatzle, CERTIFIED FINANCIAL PLANNER™ is the Founder of Mutual Trust Advisory Group and brings over 16 years of financial planning experience to the firm. He has passed the FINRA Series 7, Series 6, and Series 63 exams.

Scott received his Bachelors of Science in Management from Florida International University. He holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, and previously served as an instructor for the CFP® educational certificate program at Boston University.  Scott has also served as an instructor for the CFP® educational certificate program through The Center for Leadership and Innovation at Florida Gulf Coast University.

In 2016, Scott was the President of the Financial Planning Association of Southwest Florida. He was elected to serve on the board of the Financial Managers Association at FGCU, and has been a frequent speaker for both the FMA as well as in the classrooms of the Lutgert College of Business (LCOB).

When Scott is not serving clients in the community, he enjoys exercising, fishing, attending church, and spending time with his bride, Kelly, and two daughters, Riley and Caitlin.

RUTH WENDL

Financial Planner

Ruth Wendl serves as an Financial Planner with Scott R. Schatzle, CFP® for Mutual Trust Advisory Group.

She is a previous business owner holding over 15 years of diverse organizational experience, including various financial roles. Ruth graduated Cum Laude from Florida Gulf Coast University with a Bachelor of Science in Finance in 2014. She has her Series 65 license and is an Investment Advisor Representative.

Ruth is an active member of the Financial Planning Association of Southwest Florida Chapter. When she is not assisting Scott, she enjoys puzzles, nature parks and beaches.