Maggie Schultz

Maggie Schultz

937.399.2000Email
Expertise

Professional Summary

Maggie specializes in providing audits of community banks and employee benefit plans. She has worked with financial institutions with assets ranging from $50 million to $600 million. She also is the firm specialist in agreed-upon procedures of interest only trust accounts.

Maggie enjoys regularly communicating with her clients to stay up to date on their needs and to offer proactive guidance. She also appreciates the need for ongoing staff development and has provided internal training and presentations for the firm.

Outside of work, Maggie enjoys studying topics of personal finance and using that knowledge to help others achieve their financial goals. She used this passion to co-found the Champaign County Budget Coaching program. The program is in association with the Champaign County Chamber of Commerce and the Leadership program, of which Maggie was a 2018 graduate.

Education:

  • BBA, Accounting & Operations Management, University of Cincinnati

Certifications & Licensure:

  • CPA – State of Ohio

  • Certified Fraud Examiner (CFE)

Professional Affiliations:

  • American Institute of Certified Public Accountants

  • Ohio Society of Certified Public Accountants

Community Activities:

  • Thrive Church of Urbana, OH, Treasurer

  • Champaign County Chamber of Commerce, iLead Program, Member

  • Junior Achievement, Volunteer

  • West Liberty Historical Society, Executive Committee Member

  • Toastmasters, Urbana Chapter