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
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • 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
      Investing
      Securities-backed lending
      Business owners
      1800 North Military Trail
      Suite 300
      Boca Raton, FL 33431
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      May Ellen Schad

      Senior Client Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • LA
      • MA
      • MD
      • MI
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OH
      • PA
      • TN
      • TX
      • WV

            Banking
            Cash management
            Securities-backed lending
            3801 PGA Boulevard
            10th Floor
            Palm Beach Gardens, FL 33410
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            Christy Bennett-Stina

            Senior Client Associate

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            • CA
            • FL
            • NJ
            • NY

            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. 

                  Banking
                  Cash management
                  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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                UBS and Credit Suisse—stronger than ever

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                Success to succession

                Enabling the transfer of all you hold valuable

                What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

                Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

                Backed by the strength of UBS

                A global leader in wealth management

                Financial strength

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

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

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                UBS is a world-leading wealth manager

                More than 150 years

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