Robert Schulz is a CFP® with 30 years of industry experience. He is the principal advisor at Schulz Wealth, Ltd., where he has worked since 2014 following an 18-year tenure at First Texas Financial Services Corp. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, providing comprehensive wealth planning that integrates investment management with financial planning. The firm employs a Modern Portfolio Theory-based investment process with diversified asset allocations and uses both active and passive investment vehicles.

Krystal La Follette is a financial advisor at Schulz Wealth, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Schulz Wealth, she held roles at Texas A&M University and the Kennedale School District. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with comprehensive financial planning. The firm uses a goal-based planning framework and a mix of active and passive investment strategies, managing approximately $438 million in assets across around 170 client relationships.

Austin Smith is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Schulz Wealth, Ltd. since 2018 and previously worked at TCG Advisors, Intrust Fiduciary, and South Western. Schulz Wealth, Ltd. serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with financial planning. The firm uses a Modern Portfolio Theory-based approach with goal-based planning, employing diversified portfolios that include active and passive investments, and utilizes Betterment as a sub-manager for smaller accounts.