KIM SCHULTZ, CRPC®
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Kim Schultz, CRPC® - Portfolio Manager

Kim Schultz is the Chief Financial Officer for Donaldson Capital Management. Kim  joined DCM in September, 2010 with nearly 20 years of financial management and accounting experience in a variety of large and small companies. Kim has a Bachelor of Science degree in Accounting from Purdue University. She earned her Chartered Retirement Planning CounselorSM designation in 2014.

Kim began her career in Indianapolis as a Staff Accountant/Auditor for Thomson Consumer Electronics (now Thomson, Inc.). She moved to Chicago upon engagement to her husband, Greg, a native Chicagoan. There she held various financial management positions including Controller and Financial Manager with Lucent Technologies, I.B.M. and R.R. Donnelley & Sons.

Kim and Greg moved to Evansville (her hometown) in 1999 where she served as Director of Finance with Sigecom, LLC (now WOW!) and most recently as CFO/Controller for Fire & Rain, LLC. Kim's current responsibilities include finance, technology and assisting in running the day to day "business of the business". 

Although Kim enjoys the financial and technology side of the business, she most enjoys the culture and focus on serving the clients at DCM.Kim says, "We impact people's lives in significant ways and take client services to levels I've never experienced. DCM sincerely cares about each and every client and potential client. The servant heart culture transcends to every person in the firm. This opportunity has been a true blessing and I look forward to seeing DCM grow and touch even more people's lives. Our investment approach is both unique and exciting. It's truly a privilege to work here and serve our wonderful family of clients and my co-workers every day."   

Kim and her husband, Greg, live in Evansville with their five young children, Sam, Ellie, Jack, Ben, and Lucy. They attend Good Shepherd Catholic Church. Kim is also a volunteer at Love Without Boundaries Foundation, a worldwide group of volunteers dedicated to improving the lives of orphaned and impoverished children in China.


 
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