Helping You Build a Confident and Successful Future

We are Preservation Retirement Services.


Tim Schultz, NSSA®

Founder, President & Financial Professional

As owner and founder of Preservation Retirement Services, Tim Schultz loves spending one-on-one time with clients to help create safe retirement income strategies designed to help them enjoy their retirement.

Tim was inspired to enter the industry by a disappointing venture into the stock market that followed his mother’s battle with breast cancer and death in 2008. After losing $80,000 of the $200,000 that his mom left him in life insurance, Tim became a Licensed Financial Professional to help others preserve what they have worked so hard to earn.

“Safety and consistency over risk and speculation” is Tim’s motto. He thrives to seek principally protected strategies for his clients to help handle possible market downturns.

Tim holds a Bachelor of Business Administration from the University of Iowa. Now living in the Cleveland area, he sometimes feels he is a Hawkeye trapped in a Buckeye world, but he wouldn’t have it any other way.

He and his wife, Laura, have a daughter, Samantha, and a son, Caspian. They live in Westlake and are proud owners of three lovable-but-goofy dogs, Wally, Obie and Rosie, as well as a cat, Gimlet Marie.

In Tim’s free time, he loves spending time fishing, playing ping-pong, watching science fiction movies and being outside with his family. After losing his mother, he became a passionate advocate for breast cancer research and once rode a bike for 24 consecutive hours to raise money for the cause.

Get to Know Tim

Favorite TV show of all time:
“Game of Thrones,” obviously!

If you were stuck on a desert island and could eat only one thing for the rest of your life, what would it be?

Dream vacation:
The Maldives on a private villa on stilts over the ocean — the kind with a glass-bottom floor looking down at the beautiful ocean water.

Any hidden talents or interests?
I enjoy scrapbooking. That's right ... I said it!

Best piece of advice you ever received:
You only live once. Enjoy life every day because it’s a blessing, and never be afraid. It’s OK to be scared, but take on those fears and overcome them.


Laura Schultz

Wealth Advisor & Financial Professional, JD

As co-owner and wealth advisor of Preservation Retirement Services, Laura Schultz loves building relationships with her clients and uncovering what they want from their dream retirement. She enjoys helping clients understand and simplify their investment options, then implementing financial plans designed to bring their retirement goals into reach.

Before joining Preservation Retirement Services, Laura spent 12 years as a successful commercial litigation attorney at the Thompson Hine LLP law firm in Cleveland. During that time, she assisted bank and manufacturing clients with resolving contract disputes.

Laura was inspired to switch career paths after watching her husband, Tim, connect with clients and change their lives for the better by helping them plan and build successful retirements. She is particularly passionate about helping women feel financially secure and confident in their financial decision-making.

Laura has passed the Series 65 securities exam and is an Investment Adviser Representative of AE Wealth Management, LLC, an SEC Registered Investment Adviser. A former classical musician, Laura earned a Bachelor of Arts and Master of Arts in flute performance from Western Illinois University. She also earned her Juris Doctorate from the University of Iowa.

Away from work, Laura is an avid home chef and sports fanatic, cheering on all University of Iowa and Cleveland teams. She also loves reading to her son, Caspian, and daughter, Samantha. Laura is a lifetime member of Girl Scouts and earned her Gold Award, the highest achievement possible. She continues to support Girl Scouts’ mission, serving as a member of the Board of Directors for Girl Scouts of Northeast Ohio. (Not to mention buying and eating a lot of cookies!)

Get to Know Laura

Favorite TV show of all time:
“Friday Night Lights” – clear eyes, full heart, can’t lose!

If you were stuck on a desert island and could eat only one thing for the rest of your life, what would it be?

Dream vacation:
Italy, especially Tuscany and the Amalfi Coast

Any hidden talents or interests?
I am an accomplished flutist.

Best piece of advice you ever received:
Leave it better than you found it.


Vance Witt

Office Manager and Client Account Specialist

Vance is our Office Manager and Client Account Specialist. You can think of him as your Personal Retirement Concierge. He earned his Bachelor of Science degree in International Business at the University of Akron and his Master of Business Administration in Human Resources at Baldwin Wallace University. He comes to us with an extensive background in customer service and business management. Vance prides himself on his level of service and welcomes all of our clients and guests to the office with a warm and happy smile. All correspondence for Preservation Retirement Services is channeled through Vance, and he is your first point of contact on a daily basis.

Vance always puts our clients first and his diligent and constant supervision of our office ensures efficiency and effectiveness. He assists Tim and Laura with the processing of new business and helps ensure a smooth transition of asset transfers, as well as the establishment of new accounts. Vance is the heart and soul of our office!

Vance was born and raised in Western Maryland but has made Northeast Ohio his home for over 20 years. He has two fuzzy little fur babies, Marley and Casper (both rescues), and lives in Strongsville with his wife. Cait. In his spare time, he enjoys DIY home improvement projects, landscaping, and really any outdoor activity. He is a sports fanatic, loves to golf, enjoys going to drive-in movies and never passes up an opportunity to go jet skiing on Lake Erie.

Get to Know Vance

Favorite TV show of all time:
”The Office”

If you were stuck on a desert island and could eat only one thing for the rest of your life, what would it be?
Cajun Shrimp Boil

Dream vacation:
Island hopping in Greece – Crete, Corfu, Mykonos, Santorini, etc.

Any hidden talents or interests?
I enjoy crafting. Some of my earliest and fondest memories are going to craft shows with my parents. My mom and dad taught me the value of being able to create things with my hands and how to turn ideas into reality.

Best piece of advice you ever received:
Good, better, best. Never rest until your good is better and your better is best.


Charli Skvasik

Director of Marketing

With a genuine heart for people and personal connections, Charli likely will be the first smiling face you see when you attend a PRS Retirement Ready seminar. She cherishes opportunities to visit with clients and potential clients, follow up on appointments, coordinate events, and educate and encourage others.

Before joining Preservation Retirement Services, Charli operated her own childcare center, Building Blocks Early Learning Center, for more than a decade. While she loved teaching and caring for children, Charli felt called to help people on a larger scale, and she knew PRS would provide that opportunity from the moment she met owners Tim and Laura Schultz.

“They are so genuine and sincerely interested in helping better their clients’ lives that I closed my business and jumped on board,” Charli says. “Now meeting with their clients, this business, in so many ways, feels like my childcare business in that we are all family.”

Charli graduated from the University of Akron with a bachelor’s degree in interior design. She also is skilled in using social media to help inform people and connect them with the firm, so they can preserve their retirement.

A proud boy mom to Owen and William, Charli spends many of her weekends watching her sons compete on the soccer field or basketball court, and she loves hiking, kayaking, camping and doing other outdoor activities with them and their yellow Labrador Retriever, Hershel. Charli, a lifelong Clevelander, also enjoys sitting on a beach or around a campfire, creating low carb/keto recipes and coaching people on diabetic glucose.

Get to Know Charli

Favorite TV show of all time:
Close call between “Lost” and “Survivor”

If you were stuck on a desert island and could eat only one thing for the rest of your life, what would it be?
Braised beef short ribs all day!

Dream vacation:
I currently have my sights set on Sedona, Arizona, but I've always wanted to visit Ireland and Greece.

Any hidden talents or interests?
I spent a couple years designing and building furniture and absolutely loved it! I worked with Urban Lumberjacks and A Piece of Cleveland, which reclaimed abandoned real estate in Cleveland. They supplied reclaimed lumber, and we designed and built beautiful furniture pieces with it. We even outfitted a few local Cleveland restaurants with our tables.

Best piece of advice you ever received:
People often operate from one of two places – love or fear. When we recognize this in people and ourselves, it's so much easier to forgive; show grace, acceptance and understanding to help them, and ourselves; and navigate anything that we're faced with. (Brené Brown).


Jen Anderson

Director of First Impressions

Passionate about delivering exceptional experiences and assistance, Jen has spent her entire career serving and caring for clients. As director of first impressions at Preservation Retirement Services, she often will be the person who greets you when you visit us in person or contact us by phone or email.

When Jen joined PRS, she brought a wealth of diverse customer service experience that included training on best client practices from The Ritz-Carlton Hotel Company and Longwood Gardens. Jen most recently was employed in a senior living community, and she is currently a Certified Dementia Practitioner. Always striving to go the extra mile or provide an extra touch, Jen ensures the office is prepared for every client interaction and appointment.

Jen and her husband, Tom, reside in Amherst, Ohio, and have been married since 2000. They have a daughter, Elizabeth, and currently host an exchange student named Alejandra, whom Jen says is her “Spanish daughter.” The family also has two dogs, Sammie and Liam, and a calico cat, Daisy.

Jen and Tom are active in their church and share a mutual passion for gardening and growing a variety of flowers that they enjoy for themselves and give to others as bouquets. They also grow vegetables and berries, and Jen loves going to the beach with Elizabeth to collect beach glass and watch sunsets.

Get to Know Jen

Favorite TV show of all time:
“Amazing Race”

If you were stuck on a desert island and could eat only one thing for the rest of your life, what would it be?

Dream vacation:
A month on a tropical island with no agenda.

Any hidden talents or interests?
I collect mirrors. There are about 40 on the walls of our house and more in storage.

Best piece of advice you ever received:
It's nice to be important but more important to be nice.


Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an educational workshop.

Or give us a call at 440.345.6900.