Broker Check
 Kim Schultz, CPA, CFP®, CDFA®

Kim Schultz, CPA, CFP®, CDFA®

Financial Advisor

Kim is a graduate of Purdue University where she received her B.S. degree in Accounting and joined Baird in 2018. Kim holds the Certified Financial Planning (CFP®), Certified Public Accountant (CPA), Certified Divorce Financial Analyst (CDFA®) and the Chartered Retirement Planning Counselor (CRPC®) designations. She also holds the Series 7, 63 & 65 securities licenses. Her insurance licensing includes Life, Health, Disability, Annuities and Long-Term Care. Kim is passionately committed to the community and serves on the Vanderburgh Community Foundation Advisory Board and the Community Foundation Alliance Board. She’s also a member of the Vanderburgh County Women's Fund. Kim and her husband Greg have 5 children (ages 13, 14, 15, 17 and 21) and 2 doodle dogs. Kim’s favorite pastime is supporting her children in their extracurricular interests and activities and time spent as a family. Her dream is an RV trip out west with her crew!