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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.

Mary Schulz, Founder, AIF®, RICP®

CCO, Financial Planner

Mary@schulzfinancialgroup.com

Mary was born and raised in North Brunswick, NJ, the third of six children to a multi-national family. She earned her degree at The Culinary Institute of America in Hyde Park, NY and spent the next 15 years in Luxury Hospitality...
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Nicholas Trujillo

Financial Advisor, CFP® Candidate

Nicholas@schulzfinancialgroup.com

Nicholas Trujillo was born and raised in Tucson, Arizona. He graduated from the University of Arizona (Bear Down!) with a Bachelor's degree in Economics. After college, he went on to work in a local credit union where he gained...

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Annie Atencio

Director of Operations & Compliance

Annie@schulzfinancialgroup.com

Annie was born and raised in Tucson, AZ where she earned her degree in Elementary Education from Prescott College. With over two decades of experience across wealth management and education, she brings a unique blend of strategic...
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Shane Reed

Senior Operations Manager

Shane@schulzfinancialgroup.com

Shane grew up in San Diego, CA and joined the Air Force when he was 17. After traveling the world for 20 years, he and his family decided to retire in Tucson, AZ. With a background in logistics & operations, Shane held a few different...
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Madisen Rodriguez

Paraplanner

Madisen@schulzfinancialgroup.com

Madisen was born and raised right here in Tucson, Arizona. She graduated from the University of Arizona with a Bachelor of Science in Personal and Family Financial Planning from the College of Agriculture, Life and Environmental...
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