SHARYL SCHULTZ


sharyl@acetaxandfinancial.com
45237 W Norris Road
Maricopa AZ 85139
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Sharyl Schultz is the Owner and President of Ace Tax & Financial and began her career over 35 years ago as a securities representative and Minnesota licensed life insurance agent. Sharyl has spent her entire career in the financial services arena. She has worked as an independent field agent, Assistant Vice President of Marketing for one of the largest insurance carriers in the world, and Vice President of Sales and Marketing for a major insurance wholesaler. This vast experience has reinforced the importance of understanding the individual needs of her clients by providing individual solutions because there is no one solution that fits all needs.
Sharyl is down to earth and can explain difficult concepts in a simplistic manner to help her clients make decisions. She focuses on a holistic approach that encompasses reducing taxes and creating plans for every stage in her client’s life.
Sharyl received her Bachelor of Science degree in Finance in 1983 and her Chartered Life Underwriters (CLU) designation in 1995. She is a fiduciary under the Investor Advisors Act of 1940 and a licensed insurance agent in over 35 states.
Sharyl lives in Minnesota with her husband, Warren, and they have two adult sons. They all love spending time at their lake home in the summer and hiking and exploring the Desert in Arizona during the winter months.
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