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Meet The Team

Rob Schulz grew up in a small town in Central Texas, where values like hard work, personal responsibility, and service were part of everyday life. After graduating from the University of Texas with a degree in accounting, Rob was commissioned as a U.S. Navy Surface Warfare Officer—a role that shaped his leadership style and deepened his sense of duty. He proudly served aboard the USS John Rodgers, navigating both oceans and uncertainty with discipline and grit.

Rob’s path to wealth management was personal. The sudden loss of his father—an unprepared business owner—ignited his mission to ensure other families never face the same uncertainty. That experience has informed every client relationship he’s built over the past 25+ years.

After gaining industry experience and earning his CERTIFIED FINANCIAL PLANNER™ designation, Rob founded Schulz Wealth in 2014. He now serves successful business owners, executives, and families, helping them navigate complex financial decisions with confidence and clarity. His firm’s proprietary Aegis Investment System is designed to safeguard legacies and guide clients through every stage of wealth.

Rob is the author of Thoughts on Things Financial: Your Guide to a Chaotic Money World, and has been named an Investopedia Top 100 Financial Advisor, Five Star Wealth Manager, and Best Financial Advisor in Arlington & Mansfield by Living Magazine. He has also taught retirement planning at Texas Christian University and UT Arlington.

Rob and his wife Shelly have lived in Mansfield, Texas since 1994, raising their four children and playing active roles in their community. Outside the office, Rob is an avid sportsman, golfer, traveler, and woodworker who finds joy in the outdoors and in time spent with family.

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Austin Smith

Vice President & Chief Investment Officer

Austin Smith grew up just down the road in Flower Mound, Texas, and attended Southwestern University in Georgetown, where he earned his degree in Business through the university’s prestigious Financial Analyst Honors Program. A former pitcher for the Southwestern Pirates baseball team, Austin also held leadership roles within the program—experiences that helped shape his grounded, team-oriented approach to financial advising.

Austin began his career at a financial firm in Austin, focusing on institutional asset management. While the technical exposure was valuable, he quickly realized his true passion was working one-on-one with individuals and families—helping them make smart financial decisions and feel confident about their future.

He joined Schulz Wealth in 2018 as a Junior Adviser and has since grown into the role of Vice President and Chief Investment Officer. Today, Austin leads the firm’s investment strategy and plays a key role in delivering clear, personalized financial plans for clients.

Austin holds both the Chartered Financial Analyst (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He currently lives in Fort Worth and, when not traveling, enjoys watching and playing sports with friends and family.

Krystal brings a unique blend of financial knowledge, leadership, and client-focused experience to her role at Schulz Wealth. She earned her Bachelor of Science in Agricultural Economics with a minor in Financial Planning from Texas A&M University, where she was actively involved in the Financial Planning Student Association and served as Vice President of the Premier Aggie Mentor Leadership Organization.

Krystal also broadened her global perspective during a study program in Edinburgh, Scotland, where she gained firsthand insights into international business operations and economic systems.

Before joining Schulz Wealth, Krystal worked in commercial real estate appraisal and held several client-facing roles in hospitality and retail. Across every position, she has been recognized for her initiative, professionalism, and commitment to delivering exceptional service.

At Schulz Wealth, Krystal supports both clients and advisors with care, efficiency, and a true passion for helping others feel confident and informed in their financial journey.

Diane brings a wealth of experience in investment operations, research, and leadership to her role at Schulz Wealth. Originally from a farm in Eastern New York, she earned her Bachelor of Science in Economics from The Wharton School at the University of Pennsylvania—one of the nation’s top business programs.

She began her career in equity research, spending a decade as an analyst covering the capital goods and manufacturing sectors at firms including Dillon Read, Furman Selz, and ING Group. During this time, Diane held FINRA Series 7 and 63 licenses and built a deep understanding of financial markets and corporate analysis.

For the past eight years, Diane has led operations for investment managers and startups, with a focus on building scalable systems, improving workflows, and supporting strategic growth. Her analytical mindset and operational leadership make her a key asset to the Schulz Wealth team.

Now based in Fort Lauderdale, Florida, Diane enjoys running, cooking, reading, and traveling with her husband. She also spent many years raising two children in Boston and brings the same thoughtfulness and adaptability to her work as she does to her home life.

 

Alondra Matute brings over a decade of experience supporting C-level executives and leading complex operational initiatives. She graduated from Arizona State University with a degree in Mass Communications and began her career in California before joining Schulz Wealth in 2024.

At Schulz Wealth, Alondra plays a key role in supporting the executive team and enhancing firm-wide efficiency. She manages Rob Schulz’s schedule and priorities while overseeing internal operations, event coordination, process automation, and workflow improvements. Her ability to anticipate needs, streamline systems, and execute with precision makes her a vital part of the client and team experience.

Alondra is known for her proactive mindset, attention to detail, and calm under pressure—all of which contribute to a collaborative and service-driven environment.

Outside of work, Alondra is a proud mom to a young son and three dogs. She enjoys traveling and playing music, bringing energy and balance to both her professional and personal life.

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