Kim Schultz, CPA, CFP®, CDFA®, currently serves as a PWM Financial Planner and Financial Advisor at Baird within The Wathen Lobel Miller Schultz Group since October 2019. Prior to this role, Kim held positions as Wealth Advisor and Associate Wealth Advisor at Hilliard Lyons - A Baird Company from July 2018 to October 2019, and served as Portfolio Manager at Donaldson Capital Management from September 2010 to March 2018. Additional experience includes serving as CFO and Controller at Fire & Rain from January 2007 to December 2009, and Director of Finance at WOW! Internet, Cable & Phone from August 2001 to February 2007. Kim holds a Bachelor of Science degree in Accounting from Purdue University.
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