Schulz Financial Group

Shane Reed is a financial advisor at Schulz Financial Group in Tucson, AZ, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Commonwealth Financial Network and LPL Financial, as well as a 20-year career in the U.S. Air Force. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation and security selection based on Modern Portfolio Theory, offering ongoing portfolio management with quarterly reviews focused on rebalancing, tax-loss harvesting, and alignment with client objectives.

Nicholas Trujillo is a financial advisor at Schulz Financial Group with a Series 66 designation and three years of industry experience. His prior work includes roles at Commonwealth Financial Network, LPL Financial, U.S. Bank, and Vantage West Credit Union. Outside of his advisory role, he is involved in fixed insurance sales. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and security selection based on Modern Portfolio Theory, with quarterly account reviews focusing on rebalancing, tax-loss harvesting, and alignment with client objectives.

Mary Schulz is a financial advisor at Schulz Financial Group in Tucson, AZ, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Commonwealth Financial Network, and National Planning Corporation. Outside of her advisory role, she is involved in real estate through ownership of a company that holds the building housing her firm. Schulz Financial Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and security selection based on Modern Portfolio Theory, offering ongoing portfolio management and financial planning with quarterly account reviews.