Experience

Colleen (Hasey) Schuhmann has over 35 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. Colleen's older sister had special needs as a result of a childhood illness.

A native of Michigan, Colleen has resided in the Boca Raton/Delray Beach area for over 46 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 adult children are graduates of Florida State University.

May Ellen Schad is a detail-oriented Senior Registered Client Associate with 14 years of experience at UBS. Fully licensed (Series 7, 66, and Insurance), May Ellen provides comprehensive support to Colleen and her clients, ensuring exceptional service and operational excellence. She is known for her deep understanding of complex wealth management needs and her commitment to delivering reliable, high-quality client experiences.

May Ellen has been married to her husband for 31 years and has 2 adult children. In her free time, she enjoys cooking, spending time outdoors with her family, birding, and is active in her church.