Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Colleen Schuhmann Profile Photo

    Colleen R. Schuhmann

    Vice President–Wealth Management

    Chartered Retirement Planning Counselor℠

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    • AL
    • CA
    • CT
    • FL
    • GA
    • HI
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • TN
    • TX
    • VA

    Colleen (Hasey) Schuhmann has over 30 years of financial services experience. Colleen and her team can help guide you and your family through all your life events, and be there for you every step of the way. Many of her clients are women who have become responsible for their financial future after experiencing divorce, becoming widowed, or inheriting significant wealth. Colleen often has the privilege of working with multiple generations within the same family.

    Colleen is also a Chartered Special Needs Consultant® (ChSNC®).  ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, healthcare issues, and the emotional aspects of providing for a loved one with a disability.

    A native of Michigan, Colleen has resided in the Boca Raton/Delray Beach area for over 44 years.  She has served on multiple educational, religious, community and charitable Board of Directors over the past 25 years. Colleen enjoys researching her ancestry, golf, photography and spending time at the beach with her family.  She and her husband Paul live in Delray Beach. Their two children are in now in college in Tallahassee.

      • Boston College, Carroll School of Management, B.S. Finance, magna cum laude
      • Chartered Retirement Planning Counselor℠
      • Chartered Special Needs Consultant
      Women investors
      Estate planning strategies
      Legacy planning
      Long-term care planning
      Multi-generational families
      Securities-backed lending
      Business owners
      1800 North Military Trail
      Suite 300
      Boca Raton, FL 33431
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      Christy Bennett-Stina

      Client Associate Senior

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      • FL

      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. 

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            1800 North Military Trail
            Suite 300
            Boca Raton, FL 33431

          A focus on personalized access and service

          Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

          Helping women take charge

          Helping women take charge

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          The answer to planning your future

          Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

          Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

          Backed by the strength of UBS

          A global leader in wealth management

          Financial strength

          Driving confidence.
          Aa3 (stable) Moody’s
          A+ (stable) Standard & Poor’s

          UBS AG, long-term senior secured debt rating. As of 12/31/2022

          Global leader

          UBS is a world-leading wealth manager

          More than 150 years

          offering financial advice