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, 2024, 2025
    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 (Private Wealth & High-Net Worth), 2023, 2024The 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, 2023, 2024, 2025The 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, 2023, 2024, 2025The 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, 2023, 2024, 2025The 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

steve.schultz@ubs.com
Steven Schultz
2575 East Camelback Road,Phoenix,AZ,85016

Stockton Schultz

Managing Director–Wealth Management

Drawing on over 15 years of experience in wealth management, Stockton advises clients through complex market cycles and pivotal life stages. He focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs which helps to ensure every strategy is grounded in an understanding of what each client wants to achieve. 

By fostering deep client relationships, he helps families effectively incorporate the younger generations into wealth planning via education and modern communication.

Outside the office

Stockton lives in Paradise Valley, 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, 2025
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Financial Planning Top 40 Financial Advisors Under 40, 2024, 2025The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The 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, 2023, 2024, 2025The 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, 2023, 2024, 2025The 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

stockton.schultz@ubs.com
Stockton Schultz
2575 East Camelback Road,Phoenix,AZ,85016

Merica Chmait

Team Administrator

Merica has dedicated 4 years with The Schultz Group, totaling 25 years of wealth management experience. She plays a central role in enhancing our client experience while managing the Schultz Group. Merica takes pride in developing close relationships so she can help address client’s greatest concerns and share in their successes. Merica holds her Series 7, 9/10 and 66 securities licenses.


Merica lives in Scottsdale with her daughter. She enjoys spending time with her daughter, traveling and cooking.


Contact Merica for the following:
– Scheduling in-person and virtual portfolio review meetings
– Referring a potential new client to the Schultz Group
– Follow up items after portfolio review meeting
– Complex questions and leveraging UBS resources on your behalfKristine

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

merica.chmait@ubs.com
Merica Chmait
2575 East Camelback Road,Phoenix,AZ,85016

Kristine Forster

Senior Wealth Strategy Associate

Kristine has dedicated 7 years with The Schultz Group, totaling 8 years of financial industry experience. She has strong problem-solving skills and is thorough when tackling any task. She graduated from Pepperdine University with a B.S. in Business Administration. She holds her Series 7 and 66 securities licenses.


Kristine was born and raised in Paradise Valley, AZ. Kristine lives in Scottsdale, AZ, with her husband, Jordan. She likes to bake, travel and try new restaurants.


Contact Kristine for the following:
– Specific equity and bond research
– Cash transfers - wires, ACH, EFT and checks
– Credit line opening and transfers

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MI
  • MN
  • NC
  • NE
  • NH
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WY

Education

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

Email Me

kristine.forster@ubs.com
Kristine Forster
2575 East Camelback Road,Phoenix,AZ,85016

Nathan Laidig

Senior Wealth Strategy Associate

Nate has dedicated 3 years with The Schultz Group, totaling 10 years of financial industry experience. He specializes in building strong client relationships and crafting risk management programs for businesses and individuals. Through collaborating with advisors, he ensures effective asset allocation recommendations and portfolio strategies.


A proud graduate of Purdue University, Nate earned his B.S. in Sales and Marketing. He holds his Series 7 and 66 securities licenses, as well as life and health insurance certifications.
Originally from Mishawaka, IN, Nate resides in Scottsdale, AZ with his wife Maddie and three children. Outside of work, he enjoys coaching youth flag football, golfing, and exploring the outdoors.


Contact Nate for the following:
– Specific equity or bond research
– General market and economic questions
– Portfolio allocation and construction questionsSam

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

nathan.laidig@ubs.com
Nathan Laidig
2575 East Camelback Road,Phoenix,AZ,85016

Elias Weber, CFP

Senior Wealth Strategy Associate

Elias has dedicated 1 year with The Schultz Group, totaling 4 years of financial planning experience at UBS. He graduated Summa Cum Laude from Creighton University, where he studied finance with a focus on financial planning. He holds his Series 7 and 66 securities licenses along with being a Certified Financial Planner.


Elias was born and raised in Minneapolis, MN and currently resides in Scottsdale, AZ. Outside of the office, he enjoys golfing, playing and coaching hockey, and spending time with family and friends.


Contact Elias for the following:
– Building customized financial plans for:
– Retirement
– College savings
– Cash flow
– Annuities and Life Insurance inquiries

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MN
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI
  • WY

Credentials

  • CERTIFIED FINANCIAL PLANNER®
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016

Email Me

elias.weber@ubs.com
Elias Weber, CFP
2575 East Camelback Road,Phoenix,AZ,85016

Mia McConnell

Registered Client Associate

Mia has dedicated 3 years with The Schultz Group, totaling 8 years of customer service experience. She moved to Arizona to attend Arizona State University where she completed her bachelor’s degree in Financial Planning. She holds her Series 7 and 66 securities licenses. Mia also achieved the Certified Financial Planner designation.

Mia was born and raised in the Chicago area and currently lives in Phoenix, AZ. She spends her free time hiking outdoors and enjoying the beautiful weather year-round.

Contact Mia for the following:
– New account opening and maintenance
– Cash transfers i.e. wires, ACH, EFT and checks
– Credit line opening and maintenance
– Donor Advised Fund administrationNathan

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

Email Me

mia.mcconnell@ubs.com
Mia McConnell
2575 East Camelback Road,Phoenix,AZ,85016

Samuel Laidig

Registered Client Associate

Sam has dedicated 3 years with The Schultz Group, totaling 8 years of financial industry experience. He attended Purdue University, where he received a degree in Financial Counseling and Planning. He holds his Series 7, 66, 9 and 10 securities licenses.

Sam was born and raised in Mishawaka, IN and currently lives in Phoenix, AZ. In his free time he enjoys outdoor activities such as golfing, pickleball and hiking.

Contact Sam for the following:
– Account transfers and 401k rollovers
– UBS online and mobile access questions
– New account opening and maintenance
– Cash transfers i.e. wires, ACH, EFT and checks

Registered States:
  • AZ
  • CA
  • TX

Education

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

Email Me

samuel.laidig@ubs.com
Samuel Laidig
2575 East Camelback Road,Phoenix,AZ,85016

Callie Jones

Client Associate

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

Email Me

callie.jones@ubs.com
Callie Jones
2575 East Camelback Road,Phoenix,AZ,85016

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
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The 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, 2023, 2024, 2025The 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, 2023, 2024, 2025The 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award 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

justin.low@ubs.com
Justin Low
2575 East Camelback Road,Phoenix,AZ,85016

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

Education

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

Email Me

lovella.mckim@ubs.com
Lovella McKim
2575 East Camelback Road,Phoenix,AZ,85016

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