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.

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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 Advisor (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 for his expertise in retirement planning by his peers as well as publicly in the Fort Worth Star Telegram. He has 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 triathlete 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.

Katre Laanes

Katre provides expert client service and administrative support to the Schulz Wealth team.  She is a native Estonian and former professional volleyball player. Katre earned Estonian MVP honors 4 years in a row and won multiple championships while playing professionally in France and in Finland. She holds a bachelor’s degree in international business and proceeded to work in an innovative, top-level company Orneule Oy in Finland, assuring management and clients a smooth transnational partnership. Fluent in five languages, Katre has brought the World a little closer for Schulz Wealth and our clients. In her free time, she coaches and teaches club and university volleyball at a high level across the country. She’s married, lives in Mansfield, Texas and is looking forward to purchasing her dream home and a new puppy.

 

Chris Ensch

Chris joined Schulz Wealth in 2018 after completing his education at The Maastricht University School of Business and Economics. Chris had a desire to find a different approach to client service and discovered Schulz Wealth. Currently he works with the Wealth Advisor team to deliver financial planning services to our clients. Chris is responsible for developing solutions to complex tax, estate, and retirement issues, and assisting in the preparation and delivery of financial plans to clients. He is a graduate of Baylor University at the Hankamer School of Business with a Bachelor of Business Administration in Economics. As a passionate sports fan, he spends many an autumn Saturday in Waco cheering on his beloved Bears. He is also a proud member of the Baylor Chamber of Commerce, a premier service organization of Baylor University. Outside of the office, he is an avid runner and loves to be on his feet whenever he can.  Chris and his girlfriend, Brooklynn, enjoy cooking, traveling, and spending time with friends and family.