About Us

Meet Sharyl Schultz, CLU

Sharyl 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 Arizona with her husband, Warren, and they have two adult sons. They all love spending time back in Minnesota in the summer and hiking and exploring the Desert in Arizona during the winter months.

Tel:
952-999-4760

Email:
[email protected]

Ace Tax & Financial offers tax review and related tax service as well as insurance or annuity products
through Sharyl Schultz, CLU, AZ License # 6968632
Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. SEC Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Some Investment Advisor Representatives of Redhawk may market their advisory services under the name of Ace Tax & Financial, an unaffiliated and separate legal entity. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a professional before implementing any investment strategy.
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Meet Sharyl Schultz, CLU

​Ace Tax & Financial

Ace Tax & Financial