Kim Schultz
CPA, CDFA®, CRPC®
Financial Advisor
Helping Clients Navigate Life's Events
Plan Wisely, Live Fully
Most Frequently Asked Question
"Why choose you?"
The answer is simple. Not everyone should.
There are many talented advisors.
But, for me, it's so much more. The net is wide.
CFQ (Chief Financial Quarterback). I'm all in.
My client relationships are built on:
* Likeability
* Trust
These are non-negotiables. We need to like and trust one another. It's that simple, really.
A Unique Culture
Everything we are, do and hope to achieve at Baird is driven by a straightforward mission:
"To provide the best financial advice and service to our clients and be the best place to work for our associates."
We strive to create great outcomes in your financial life by keeping your interests first – always. It also means remaining committed to honesty, integrity, transparency and teamwork – ideals our firm was founded on 100 years ago. And they continue to make Baird a great firm to work with today.
Approachable Expertise
Today’s economic landscape is complex.
It’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability.
As a Baird client, I will be your dedicated Financial Advisor, but you'll also benefit from the strength and experience of an entire team of financial and investment experts. The bench is full, talented and always willing to help.