Experience

That inspires confidence

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Colleen R. Schuhmann

Vice President–Wealth Management

Chartered Retirement Planning Counselor℠

Registered States:
  • AL
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NY
  • RI
  • TN
  • TX
  • VA

Education

  • Boston College, Carroll School of Management, B.S. Finance, magna cum laude

Credentials

  • Chartered Retirement Planning Counselor℠
  • Chartered Special Needs Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Investing
Women investors
Multi-generational families
Legacy planning
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me

Christy Bennett-Stina

Senior Client Associate

Christy Stina works with our clients on the administrative and service aspects of the team. Christy has been in the financial services industry for over 28 years. She started her career as an equity trader, followed by a 10 year career as a market maker/trader before changing roles as a Client Service Associate. Christy previously worked at UBS in the Boca Raton office between 2008 and 2017 and has returned to join Colleen and her team.

In her free time, Christy loves to travel and enjoys live music. She lives in Delray Beach with her husband Paul and their two English Bulldogs. 

Registered States:
  • FL

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Cash management
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

Email Me