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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. At Schulz Financial Group, we are confident that with our understanding of personal finance, coupled with our experience as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our team is committed to supporting our local community.

We like to build strong relationships with our clients because
we're here to support them and their families.

Shane Reed

Shane Reed

Financial Advisor / Office Manager / Executive Assistant

Nicholas Trujillo

Nicholas Trujillo

Financial Advisor & Client Relationship Manager