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
Nicholas Trujillo
Financial Advisor
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...
Shane Reed
Senior Operations Manager
Shane@schulzfinancialgroup.com
Chloe Bennett
Summer Intern
chloe@schulzfinancialgroup.com
Brandon Gonzales
Summer Intern
brandon@schulzfinancialgroup.com