Throughout her career, Ms. Schultz has assisted clients in finding the best administration partners to efficiently operate their plans and to leverage external expertise to give her clients more time to focus on strategy. She is frequently engaged to represent clients in front of the Department of Labor (DOL) and Internal Revenue Service (IRS) regarding retirement plan compliance issues.

Prior to joining A&M, Ms. Schultz was a Co-founder and Managing Partner of Compensation & Benefit Solutions, a leading provider of compensation and benefit services based in Denver. Previously, Ms. Schultz was a Senior Manager in the Compensation and Benefits practice at KPMG.

Ms. Schultz earned a bachelor's degree in economics (emphasis in accounting) from Rutgers University and a master’s degree (concentration in taxation) from Colorado State University. She is a Certified Public Accountant and a member of the Colorado Society of CPAs, the American Institute of Certified Public Accountants, and the Western Pension & Benefits Conference. Ms. Schultz is also a member of the Pacific Coast Tax Exempt and Government Entities Advisory Committee which provides advice and public input to the IRS Tax Exempt and Government Entities Division. She was the recipient of the “CPAs Making a Difference” award from the Colorado Society of CPAs.