Experience

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.

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.