A.J. Schultz,
CFP® First Vice President, Wealth ManagementA.J. is a Certified Financial Planner® (CFP®) who understands the unique challenges investors face in today’s fast-paced, highly technical, and often complex financial environment. He excels at translating that complexity into clear, effective, and manageable solutions. The CFP® designation reflects his expertise across key areas of financial planning along with his commitment to ethical standards and ongoing education. For his clients, this means working with a trusted advisor who brings a high level of knowledge, integrity, and a fiduciary responsibility to always act in their best interest.
His ultimate goal is to partner with individuals and families to develop and implement personalized financial plans that align with their long-term goals and aspirations. A.J. takes a thoughtful, client-centered approach—emphasizing clear communication, data-driven insights, and lasting relationships to help clients make informed decisions and move forward with confidence through life’s transitions.
While earning his Bachelor of Science in Finance from the University of Colorado, A.J. interned at Morgan Stanley Smith Barney during the Great Financial Crisis of 2008–2009. This pivotal experience shaped his understanding of capital markets during a time of significant economic uncertainty and sparked a genuine passion for helping individuals and families feel more confident and secure in their financial futures.
Outside of work, A.J. enjoys spending time outdoors with his family - running, fly fishing, golfing, and skiing. Originally from Albuquerque, New Mexico, he now lives in Colorado Springs, Colorado with his wife, Erika. Together, they are actively involved in their church, Woodman Valley, and are passionate about giving back through their support of local charitable organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
