Our practice is fully committed to the challenging work of discretionary portfolio design, implementation, and execution on a fiduciary basis. We believe successful asset management is almost worthless if not combined with a comprehensive financial planning process. Therefore, in most cases, both asset management and financial planning is provided to our clients.
We are guided by our commitment to exceptional customer service, and we work tirelessly to provide a highly-individualized client experience. We are professionals and experts in our field, so we spend the time and effort to create and maintain customized planning modules, financial tools, and portfolios for our clients.
- There are no minimum financial requirements for an initial consultative appointment.
- We maintain expert knowledge and experience geared toward successful business people and their companies.
- Our focus is on building lifelong personal relationships with our clients based upon trust, unbiased advice, and outstanding customer service.
CERTIFIED FINANCIAL PLANNER ™
Rob Schulz, President of Schulz Wealth, Ltd., grew up in Taylor, Texas. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer aboard the USS John Rodgers (DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services Corporation in Arlington, Texas. Subsequently, Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014.
Rob has extensive experience and training in helping people achieve financial security. He is a licensed Investment Advisor (Series 65), and a Certified Financial Planner™ (CFP®). As such, Rob also adheres to a professional Code of Ethics and acts as a fiduciary, the highest standard of care, in all client relationships.
Rob has been recognized for his expertise in retirement planning by his peers as well as publicly in the Fort Worth Star Telegram. He has taught Retirement Planning for the Certified Financial Planning Certificant Program at Texas Christian University and The University of Texas at Arlington.
Rob and his wife Shelly live in Mansfield Texas where he has maintained a very active role in the community, serving on several boards, commissions, and foundations, since 1995. Rob is an avid sportsman, musician, and triathlete and can be found tinkering in the garage or his woodworking shop on free evenings or weekends.
Shelly is the Controller for Schulz Wealth, Ltd. She grew up in Dallas, Texas and studied Design at the University of Texas at Austin, where she and Rob first met. Following college, she and Rob lived in Newport, RI, Virginia Beach, VA and Charleston, SC before returning to Texas and settling in Mansfield. Shelly and Rob have been married for 27 years. They have four amazing children and one amazing son-in-law. Shelly is a Board Member for the MISD Education Foundation and mentors for Big Hope in the school district. She also volunteers at the Dallas Museum of Art as an instructor for the Go Van Gogh program. When not reconciling books and records, or running a busy household, Shelly loves to spend time in her studio painting contemporary art pieces, many of which hang in our offices.
Katre provides service and administrative support to the Schulz Wealth team. She is a native Estonian and former professional volleyball player. Katre earned Estonian MVP honors 4 years in a row and won multiple championships while playing professionally in France and in Finland. She holds a bachelor’s degree in international business and previously worked at Orneule Oy in Orivesi, Finland. Fluent in five languages, Katre has brought the World a little closer for Schulz Wealth and our clients. In her free time she coaches and teaches club and university volleyball at a high level across the country. She’s married, lives in Mansfield, Texas and is looking forward to purchasing her dream home and a new puppy.