Live boldly. Build your lasting legacy.
MEET THE FOUNDER
Kacie Schulz, MS, CFP®, EA
Kacie Schulz, MS, CFP®, EA
Kacie Schulz started her career in wealth management in 2013.
In 2014, she obtained licenses as a general securities agent (series 7) and investment advisory representative (series 66). In 2017, she became a CERTIFIED FINANCIAL PLANNER™ professional.
After becoming a fiduciary advisor at an independent firm in 2019, she completed her Master of Science in Family Financial Planning in 2020.
Kacie founded Fortify Financial in 2022 to provide independent fiduciary advice to individuals and families. In 2024, she began integrating tax planning and preparation after becoming credentialed as an Enrolled Agent.
Kacie has helped hundreds of individuals and families make strategic financial decisions.
Outside of work, she most enjoys spending time with her family, being active outdoors, and traveling to new places.
OUR MISSION
At Fortify Financial, our mission is to bring clarity to financial decision-making so you can pursue your dreams.
We work alongside our clients as they welcome the next generation, invest in education, start businesses, advance their careers, prepare for retirement, and care for loved ones.
Whether you are planning for retirement, managing your investments, or navigating tax strategies, we are here to provide personalized advice to help you pursue your goals.