READY TO DISCUSS YOUR FINANCIAL FUTURE
Our client-first commitment to you begins by asking questions and listening to your responses about your current financial situation and plans for the future. Do you have an immediate need or are you taking steps to meet a long- term goal? Are you caring for a family? What are your plans for retirement? Do your investments reflect your values? When was the last time you had a portfolio review?
As we discuss your answers, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program designed to meet your current and projected needs.
Mary Schulte, Branch Manager, CFP®
A veteran of the financial services industry since 1987, I am passionate about providing my clients with personalized, comprehensive financial advice and portfolio management based on their specific goals and objectives.
Drawn by its client-centered approach to financial services, I joined Benjamin F. Edwards in 2016 as a financial advisor in our Naperville, IL. office. I formed with T.J. Cleland The Schulte-Cleland Wealth Management Group where our clients know that we’re fully invested in their financial future.
Outside of work, I like to spend time with my husband, Ray, our children and grandchildren. I also enjoy running and playing golf. In addition, I enjoy cooking and entertaining.
I firmly embrace the principle of putting my clients first and creating an atmosphere characterized by trust, integrity and mutual respect. I joined Benjamin F. Edwards . in 2016 in our Naperville, Ill, office. With Mary Schulte, CFP®, we formed the Schulte-Cleland Wealth Management Group to serve our clients.
Outside of work, I like to spend time with my wife, Sara; and our two children, Thomas and Claire. I also enjoy golfing, and I’m a huge Chicago sports fan.
AREAS OF CONCENTRATION
- Advisory Portfolios
- Asset Allocation
- Education Planning
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning
- Wealth Management