
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.
Guiding Financial Principles
Simple, but not easy. We can help.
1. Savings Accumulation
- Creation
- Growth
2. Asset Protection
- Security
- Preservation
3. Tax-Efficient Distributions
- During Life
- Upon Estate Dissolution
Built on Our 13 Wealth Management Issues

The 13 Issues
Not to be tackled all at once. We'll prioritize. Bite-sized, manageable pieces.
Baird has identified 13 Issues to be the most important to our clients. Life happens.
Your peace of mind is my goal. Let's talk.
Life is Full of Transitions
Let My Experience Help You

Sudden Wealth - Inheritance
We create strategies that are tailored to your needs and goals.

Business Owners
Years of experience have prepared us to guide you through your life transitions.

Aging Parents
An often stressful undertaking. We have resources and experts ready to help

Career Change or New Job
Assistance in evaluating all aspects to your financial life and strategy

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.
My Promise
To live each day with honesty, kindness, love and empathy.
My Values
Quality, perspective, honesty and integrity: my core values are at the center of everything I do.
My Process
I create thoughtful financial strategies that are uniquely tailored to your needs and goals.