Lori Schulze

Lori Schulze is a Financial Services Professional who began building her thriving practice in 2022, following a successful 30-year career in corporate business.

Her background includes risk management, contract management, and program management, where she earned her Project Management Professional (PMP) certification and spent a decade leading complex initiatives in the currency industry before transitioning into financial planning. Based in Frisco, Texas, Lori is dedicated to working with individuals, families, and business owners to make confident, values-driven financial decisions. Her primary focus is helping clients prepare for retirement by creating sustainable retirement income strategies. Lori also specializes in life insurance, individual disability insurance, and long-term care planning. Lori is a Registered Representative with NYLIFE Securities LLC and an Agent with New York Life Insurance Company. She qualified for the Executive Council in 2025. A strong believer in continuing education, Lori has earned her Financial Services Certified Professional (FSCP®) diploma and is pursuing Retirement Income Certified Professional (RICP®) designations through The American College. This advanced training reflects her commitment to professional excellence and providing the highest level of service to her clients. Giving back to the community is a core part of Lori's mission. She provides faith-based financial education through her church's Finance Ministry, serves as a Stephen Minister and is a mentor mom for the Stronger Single Moms Support Group, blending her professional expertise with her calling to serve others. She also volunteers with Feed the City in Celina, Texas, helping to pack and provide meals to food-insecure families.