Experience

Makes all the difference

Schulz Investment Consulting is dedicated to goals-based investing, which focuses on progress toward a client’s goals for the future, not on beating benchmarks.

Cari Schulz

Vice President–Wealth Management

Financial Advisor

Celebrating 30 years as a Financial Advisor, Cari is a seasoned professional dedicated to helping her clients live a financially secure and meaningful life. Her investment experience includes retirement income planning, total portfolio management, tax efficient investing, and risk control strategies.

She works with multiple generations of families, business owners, and retirees.  Cari and her husband, Mike, love to hike, golf, and share Mike's beautiful photography. Their goal is to eventually visit all 50 states, all 254 counties in Texas, and spend as much time in the desert mountains as possible.

Registered States:
  • AL
  • AZ
  • CO
  • DC
  • FL
  • HI
  • KS
  • MA
  • MN
  • NC
  • NM
  • NY
  • OK
  • PA
  • TX
  • VA
  • VT
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

Gabriella Montes

Client Associate

Gabriella has been licensed in the financial services industry for 3 years, and has been with the team for over one year. She is passionate about building relationships with people of all ages and stages, and enjoys researching the markets. Outside of the office she enjoys patronage to Fort Worth museums, traveling, and spending time with her young daughter.

Registered States:
  • TX
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me