Experience

Makes all the difference

The Schultz Group is a pure wealth management practice that focuses on all aspects of our cherished families' financial lives. We exist to provide masterful solutions and systems to help grow, preserve and pass down their wealth, family maxims and values. We pride ourselves on the long-standing and trusting relationships we have formed with these families and want to be passionately involved at each critical juncture.

The Schultz Group provides advice beyond investing for families who are looking for answers in more than just stocks and bonds. We are comfortable with complexity so that you don't have to be.

As a multi-generational team, we are committed to this generation as well as the next as we endeavor to help the hard-earned wealth of few touch many in a meaningful way.

We appreciate the opportunity to build a lasting relationship with your family.

Steven Schultz

Managing Director–Wealth Management

Steve was born and raised in Niles, Michigan. He attended Michigan State University and graduated with honors with a Bachelor of Science degree in Economics. He has a passion for coaching and mentoring people in all walks of life based on his many years of experience advising clients.

Steve has been a financial advisor since 1981 and a Portfolio Manager since 2000. He is committed to delivering professional investment management and building personalized relationships with his clients. He also focuses on helping clients with education funding and structures for charitable giving. Steve is FINRA-registered and holds his Series 7 and 63 securities licenses as well as licenses for life insurance and annuities.

Steve and his wife, Anita live in Paradise Valley, Arizona; and are the parents to 3 grown sons and 6 grandchildren.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2022, 2023
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes America's Top Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Michigan State University, Bachelor of Science degree in Economics - with honors

Credentials

  • Senior Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Stockton Schultz

Senior Vice President–Wealth Management

Drawing on over a decade of experience in wealth management, Stockton enjoys helping our cherished clients plan for each stage of their financial timelines. He focuses on fostering deep relationships based on trust and excellent service. Within those relationships, he helps families effectively incorporate the younger generations into wealth planning via education and modern communication.

Stockton was born and raised in Paradise Valley, Arizona. He attended the United States Air Force Academy to play Division 1 lacrosse and graduated from Arizona State University's W.P. Carey School of Business with a Bachelor of Science degree in Business Management. Stockton is FINRA registered and holds his Series 7 and 66 securities licenses. 

Outside the office

Stockton lives in Scottsdale, AZ with his wife, Courtney; sons, Navy and Knox; and daughters, Brighton & Merritt.  Stockton is a licensed pilot and can be found at the airport or in the sky on a typical weekend.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2021
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Arizona State University's W.P. Carey School of Business, Bachelor of Science degree in Management

Credentials

  • Senior Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Justin Low

Senior Vice President–Wealth Management

Financial Advisor

Financial Advisor Justin Low has been devoted to providing exceptional value to his clients since 2008. His approach of deeply understanding client’s financial lives allows him to craft individualized financial solutions that are both thoughtful and creative. A tremendous strength of Justin’s is his ability to listen, understand complicated financial concepts, and interpret them to his clients in a way that makes sense. Justin considers his life’s work to be improving the financial lives of others in any way that he can

 Justin was introduced to finance by buying his first shares of Apple stock as a junior high student. In college, Justin obtained a B.A. degree in Business and Communications from Arizona State University. Upon graduation, he was hired at Smith Barney (later Morgan Stanley) just before the 2008 financial crisis. Through thousands of outbound cold calls, Justin was able to build up his clientele; which primarily consists of business owners and high net worth individuals.

Outside the office

Justin enjoys spending time with his wife Tayler, his daughter Riley and their two Vizsla’s Steev and Dayv. He is an avid traveler and has visited 19 countries and counting. Justin enjoys the little things in life like good food, good wine and card games. To work off his indulgences Justin also loves playing tennis, mountain biking, snowboarding and high performance driving.

 

 

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Arizona State University, B.A. degree in Business and Communications

Credentials

  • Senior Portfolio Manager
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Nathan Laidig

Senior Wealth Strategy Associate

Nate has spent the last six years of his career developing relationships and creating risk management programs for businesses and individual clients. He values efficiency and excels in problem solving on behalf of his clients. Nate is FINRA registered holds his Series 7 and 66 licenses, Property and Casualty Insurance license, as well as Life and Health Insurance license. Nate joined The Schultz Group in 2022. He looks forward to cultivating new relationships and offering risk management solutions to current clients.

Outside the office

Nate was born and raised in Mishawaka, IN. He graduated from Purdue University with a Bachelor of Science degree in Sales and Marketing. Nate and his wife Maddie, along with their two boys and daughter live in Scottsdale. Nate enjoys a challenging hike or playing a round of golf.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • MA
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Purdue University, Bachelor of Science degree in Sales and Marketing
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Elaine Biewald

Senior Wealth Strategy Associate

Elaine brings to the group over 35 years of financial service experience, Elaine serves as our Team Business Manager and Sr. Wealth Strategy Associate. In her role, she truly enjoys getting to know clients and their families. Elaine works closely with Steve and Stockton on investment strategies and implementing different aspects of clients estate planning, such as Insurance, Medicare, Social Security etc. Elaine was born and raised in New York City, New York. She attended Nova Southeastern University in Fort Lauderdale, Florida, and graduated with a Bachelor of Science degree in Accounting.  She holds her Series 7 and 66 licenses.

Elaine lives in Phoenix, Arizona, and enjoys traveling to exotic locations around the world, photography and hiking.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IN
  • NM
  • NY
  • TX
  • UT
  • VA

Education

  • Nova Southeastern University in Fort Lauderdale, Bachelor of Science degree in Accounting
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Merica Chmait

Team Administrator

Merica comes to us with 20 years of wealth management experience.  She has in depth knowledge of client operations and world-class client service. As Team Administrator she is responsible for client events, keeping the team organized and keeping their final output coordinated. She plays a central role in enhancing our client experience by solving issues and leveraging the full extent of the firm’s resources on your behalf.  Merica takes pride in developing close relationships with each client. Merica holds her Series 7, 66, 9 and 10 licenses. 

Merica recently moved down from Bellevue, WA. She now lives in Scottsdale with her daughter, Vienna.  She enjoys spending time with her daughter and girlfriends.  She also loves cooking and being outside. 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Kristine Forster

Senior Wealth Strategy Associate

Kristine has expertise in options trading, investing, and financial planning. She has strong problem-solving skills and attention to detail.  Kristine was born and raised in Paradise Valley, Arizona. She graduated from Pepperdine University with a Bachelors of Science in Business Administration.  She holds her Series 7 and Series 66 licenses.

Kristine lives in Scottsdale, Arizona, with her husband, Jordan. She enjoys spending time with her family and friends. In her spare time, she likes to bake, travel, and try new restaurants.

Registered States:
  • AZ
  • CA

Education

  • Pepperdine University, Bachelors of Science in Business Administration
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Mia McConnell

Client Associate

Mia was born and raised in the Chicago area. She moved to Arizona to attend Arizona State University. She is currently enrolled in school and working towards her bachelor's in Finance. She has 7 years of customer service experience. Mia assists clients with opening new accounts, digital services, scheduling client reviews and client transaction liaison.

 

When not working or at school, Mia spends her free time outdoors, hiking with her hiking group and enjoying the beautiful weather year round. 

Registered States:
  • AZ
  • CA
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Samuel Laidig

Client Associate

Sam was born and raised in Indiana. He attended Purdue University where he received a degree in Financial Counseling and Planning. He offers seven years of customer service experience in the insurance industry. Sam assists clients with opening new accounts, digital services, scheduling client reviews and client transaction liaison.

Sam lives in Chandler, AZ where he enjoys outdoor activities such as golfing, volleyball and hiking.

Education

  • Purdue University , Financial Counseling and Planning
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

Lovella McKim

Wealth Strategy Associate

Lovella is a dedicated Wealth Strategy Associate with over 20 years of industry experience and counting. Lovella graduated from Morehead State University with a B.A. degree in Business Administration.  She is highly skilled at handling client issues with both empathy and efficiency. Her experience has also led her to be particularly proficient in onboarding new clients and further deepening relationships with existing ones.  Lovella holds her Series 6,7,63 and 66 licenses along with her Life and Health Insurance License.

Lovella currently lives in Litchfield Park with her husband, Paul and their two active sons Isaac and Adam. In her spare time, she enjoys spending time with her family, gardening, and hiking in Arizona.

Registered States:
  • AZ
  • CA

Education

  • Morehead State University, B.A. degree in Business Administration
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me