Our role, as financial planners, is to help you connect your money to what you value in life, and then help you make financial decisions to make that connection a reality, both for the present and the long – term.

To me, living a rich life is more about who you are, what your vision is, and being able to pursue your dreams, rather than how much money you have. As a fee-only financial planner, my goal is to help you live the “rich life”.

My priority is to make sure every client’s needs are addressed and
help to assist them achieve their financial goals.

As the financial planning industry continues to evolve, our firm does, too. However, we are still committed to the “kitchen table” approach that is our firm’s roots.

Kirt joined Shotwell Rutter Baer in September 2021. He brings over 25 years of extensive Administration/Customer Service experience, having retired from the U.S. Army / Michigan Army National Guard in June 2018. After his retirement, he contracted with the Michigan National Guard for three years as an Administrative Specialist for […]

Ashley graduated from Michigan State University in 2022 with a degree in Finance. She began her career as an intern at Shotwell Rutter Baer in the summer of 2021. This internship solidified Ashley’s aspirations of working in a profession where she can help people achieve their dreams. What she loves […]

Cole graduated from Michigan State University in 2021 with a degree in Public Policy and once more in 2024 with an M.S. in Financial Planning and Wealth Management. He began as an intern at Shotwell Rutter Baer in the spring of 2024 before taking a full-time position as an Associate Advisor that […]