Sally Schultz

Sally joined UPAL in the fall of 2021. She brings over 30 years of defined contribution retirement plan experience to the job with her. She has an Associate Business Degree from Tulsa Community College.

Prior to joining UPAL Sally was a Vice-President with the BOK Financial Plan Compliance department for 15 years.  She has been responsible for compliance with both large and small plans in her time with BOK Financial and a local third-party administrator.

Sally has two adult children, three cats and several grand pets.  She enjoys spending time with her extended family, local music, gardening and collecting fish art.