I am the founder and President of Schulz Wealth. I grew up in a small, Central Texas town and attended The University of Texas. In 1990, in the span of only six months, I got married, graduated with my accounting degree, was commissioned as a naval officer, and subsequently lost my dad to a sudden heart attack. I grew up quickly that year. Over the next four years, Shelly and I lived on the East Coast (Newport, RI, Virginia Beach, VA, and Charleston, SC) while I served as a Surface Warfare Officer aboard the USS John Rodgers, a Spruance class destroyer. I loved my job but found it difficult to balance sea duty with home life, so I resigned my commission in 1994 and we moved back to Texas.

I knew what I wanted to do, but I didn’t know how to do it so I took a commission job with a financial services firm – The Principal Financial Group. I learned a lot from some really great people at Principal, but after a few years, I decided to launch into an independent firm called First Texas Financial Services with four other partners. It was during this transition that I achieved my Certified Financial Planner designation. At First Texas, we specialized in businesses and their owners. We were a one-stop shop for insurance, benefits, 401(K), and investments so I found myself wearing many hats.

What I really love and enjoy doing is financial planning and asset management. With this in mind, I sold a big chunk of my business and launched Schulz Wealth on my own in 2014. Now I am able to focus solely on my true calling.

I spend a lot of my time writing on financial planning and investment topics. The best way to get to know who I am and what I think is to read the blog posts on our website. In 2020, I finished my first book entitled Thoughts on Things Financial: Your Guide to a Chaotic Money World.

Over a 25 year career, I have attained many awards and accolades. Most recently I have been recognized by my peers and publicly as a 2019 Five Star Wealth Manager as well as a 2019 Investopedia Top 100 Investment Advisor in the country. I have also taught Retirement Planning for the Certified Financial Planning Certificate Program at Texas Christian University and The University of Texas at Arlington.

My wife Shelly and I have lived in Mansfield Texas since 1994 and raised our four wonderful kids here. Both of us have maintained a very active role in the community, serving and leading several boards, organizations, commissions, and foundations over the last three decades. Outside of my work as an adviser, I am an avid sportsman, golfer, traveler, and woodworker. On any given weekend you may find me in the shop, a duck blind, on the golf course, or seeking adventure somewhere on the road with Shelly.