Helping You Build a Confident and Successful Future


We are Preservation Retirement Services.

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Tim Schultz

Founder, President
National Social Security Advisor Certificate Holder

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.

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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?
Tacos!

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.

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Laura Schultz

Wealth Advisor, J.D.

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?
Sushi

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

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.

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Nicole Wilkerson

Director of First Impressions and Marketing Coordinator

Nicole brings a passion for helping others and a cheerful attitude to all
her interactions with clients.

Nicole serves as our primary receptionist, greeting guests, answering
phones and preparing the office for visits and presentations. She came
to Preservation Retirement Services after her position working in a
mammography center.

In her free time, Nicole enjoys spending time with her dog Cozmo and
exploring Cleveland’s dinning scene with her friends.

Get to Know Nicole

Favorite TV show of all time:
House

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

Dream vacation:
Elephant Sanctuary in Thailand

Any hidden talents or interests?
I enjoy finding different ways to stay busy - I’ve enjoyed indoor rock climbing, peloton classes, pottery classes.

Best piece of advice you ever received:
Perception is everything – I apply this to most everything in life. A bad situation can be made even worse with a negative outlook – a positive outlook will bring about positive experiences.

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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.