Meet Our Team

Fully Committed To You

Our practice is fully committed to the challenging work of discretionary portfolio design, implementation, and execution on a fiduciary basis. We believe successful asset management is almost worthless if not combined with a comprehensive financial planning process. Therefore, in most cases, both asset management and financial planning is provided to our clients.

Meet Our Team

We are guided by our commitment to exceptional customer service, and we work tirelessly to provide a highly-individualized client experience. We are professionals and experts in our field, so we spend the time and effort to create and maintain customized planning modules, financial tools, and portfolios for our clients.

  • There are no minimum financial requirements for an initial consultative appointment.
  • We maintain expert knowledge and experience geared toward successful business people and their companies.
  • Our focus is on building lifelong personal relationships with our clients based upon trust, unbiased advice, and outstanding customer service.

Robert R. Schulz

CERTIFIED FINANCIAL PLANNER™

Rob Schulz, President of Schulz Wealth, Ltd., grew up in Taylor, Texas. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer aboard the USS John Rodgers (DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services Corporation in Arlington, Texas. Subsequently, Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014.

Rob has extensive experience and training in helping people achieve financial security. He is a licensed Investment Adviser (Series 65), and a Certified Financial Planner™ (CFP®). As such, Rob also adheres to a professional Code of Ethics and acts as a fiduciary, the highest standard of care, in all client relationships.

Rob has been recognized most recently for his expertise by his peers and publicly as a 2019 Five Star Wealth Manager as well as a 2019 Investopedia Top 100 Investment Advisor in the country. He has also taught Retirement Planning for the Certified Financial Planning Certificant Program at Texas Christian University and The University of Texas at Arlington.

Rob and his wife Shelly live in Mansfield Texas where he has maintained a very active role in the community, serving on several boards, commissions, and foundations, since 1995. Rob is an avid sportsman, musician and woodworker, and can be found tinkering in the garage or his woodworking shop on free evenings or weekends.

Austin Smith

Austin is an associate financial advisor at Schulz Wealth, Ltd. bringing more investment knowledge to the Schulz Wealth team.  He grew up in nearby Flower Mound before attending college at Southwestern University, in Georgetown Texas. At Southwestern, Austin majored in Business and graduated from the Financial Analyst Honors Program in August of 2017. During his time at Southwestern, he represented the university as a pitcher for the Southwestern University Pirates baseball team as well as serving in leadership positions within the Financial Analyst Program. As a sports fanatic, in his free time, Austin enjoys playing and watching sports with his friends and family. Austin is a Licensed Investment Adviser Representative currently pursuing the Chartered Financial Analyst (CFA) designation.

Jen Torrans

Jen originally is from Lake Charles, LA, but grew up in the Fort Worth, TX area, graduating with honors from Haltom High and Texas Woman’s University.  After working in professional theatre for several years, Jen settled down to raise a family. Starting as a temp at TD Ameritrade, she worked in various departments of their brokerage operations, obtained four securities licenses, and a senior position in wealth management.

Jen now runs her own business—in 2015, she and her husband bought Boiling Springs Resort, a campground and outfitter on the Big Piney River in the Missouri Ozarks. She is excited to sign on with Schulz Wealth. Jen believes everyone should have access to a better financial path, and it is her goal to help clients easily navigate that path. She hopes to use her experience to deliver great and hospitable service to Schulz Wealth clients.