Stephen Shultz

Admin Assistant

Stephen earned a Bachelor of Science in Business Administration with a concentration in Finance from Towson University’s College of Business and Economics. During his time at Towson, he developed a strong interest in financial markets and investment management while building a foundation in both corporate and personal finance.

Stephen was first introduced to the financial planning profession while interning under Kirk Kinder at Picket Fence Financial, where he supported administrative operations and assisted with planning-related work. After graduating, he gained additional experience in corporate finance before returning to the advisory profession to pursue a career helping individuals and families make thoughtful financial decisions.

He plans to pursue the CFP designation as he continues developing his career in the financial advisory profession.

Stephen grew up in Maryland and spent much of his youth in Aberdeen, where he enjoyed watching Ironbirds baseball during the summer. Outside of work, he enjoys working out, reading about financial markets, and spending time with his family.