Mary Schulz AIF®, RICP®

LPL Financial Planner
520-495-2800

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 Management working for Fortune 500 companies. The experience and knowledge she gained working in this sector has helped shape her leadership principles by understanding the uniqueness each individual holds and the power of strengthening relationships. In 2014, she began her career as a Financial Advisor here in Tucson and enjoys every moment, gaining satisfaction as she helps people navigate through their financial goals and life's opportunities.

Mary is married to Ethan Schulz, prior Chef/Partner at Flemings Steakhouse and they have two young daughters together, Stephanie & Brielle. Mary & her family enjoy cooking, traveling, mining for gems and creating memorable experiences together.

Colleen Osland

Client Services Associate
520-495-2800

Colleen grew up back east, spending most of her childhood in Michigan and South Carolina. After finishing school in South Carolina, she moved to Atlanta and began her career. Colleen’s career spans 30 years and includes working as a commercial credit and financial analyst for a Fortune 500 Company, as a sales manager, and as a project manager. With her background in credit and finance, Colleen always valued the importance of managing both personal and business finances. She witnessed the often-serious results when money is not managed with an intentional plan.

Colleen and her husband Scott moved to Tucson in 2008, and after successful careers, she retired from the corporate world in 2016. Colleen followed her passion for helping others and teaching them the plan and the process to take control of their finances. She trained as a Ramsey Solutions Financial Master Coach with the Ramsey Solutions team in Nashville Tennessee. Colleen’s highest priority is to guide, equip, and encourage people to make the best money management decisions to improve their current financial situation, plan for, and secure their financial future and well-being.

Shane Reed

Office Manager / Executive Assistant
520-495-2800

Shane is originally from San Diego and after 20 years in the US Air Force he decided to settle down in Tucson. His background is in logistics with a focus on air transportation operations.  Shane is a highly experienced organizational leader and he loves helping people grow and achieve their full potential.  

Shane is married to Noel Reed, also an Air Force veteran and currently a Computer Science teacher, and they have two amazing children. Shane and his family enjoy hiking, rock hounding, and hanging out by the pool during the hot Tucson summers.

Nicholas Trujillo

Client Relationship Manager
520-495-2800

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 knowledge of the financial services industry.  Nicholas is highly motivated and looking to expand his financial knowledge and professional qualifications.

Nicholas enjoys playing and watching sports, mainly golf and basketball.  He also likes hiking, camping, and traveling with his girlfriend whenever they can get away.