Experienced Team
Ryan Schrift, AIF®
Managing Director
Susan Sheppard
Client Service Manager
Susan Thomas is the Client Service Manager at R.J. Schrift Private Asset Management. Her extensive duties at the firm include managing compliance, fulfilling client requests, monitoring office procedures, and overseeing schedules for...
Lyndi Jenkins
Administrative Assistant
Lyndi Jenkins is the Administrative Assistant at R.J. Schrift Private Asset Management. Her many roles include tracking client communication, scheduling, client reporting, and building educational content for estate attorneys and...
Jim Crisp, CFP™, AIF®
Portfolio Strategist
Jim Crisp, CFP™, AIF® is the Portfolio Strategist for R.J. Schrift Private Asset Management. He has been taking care of clients and their investments for over 35 years. Jim launched his own firm, Clearbrook Advisory Services,...