About
Rodney Schulz, president, owner and founder of Schulz Financial and www.GreatWealth.com, has 25 years of investing experience in the corporate, institutional and personal finance arena. Since starting Schulz Financial in 2003 Rod has grown the firm to millions of dollars under management and boasts a 100 percent client retention ratio, despite a challenging finance and investment climate since Schulz Financial’s founding.
Some of his career accomplishments include:
- Serving as the Financial Director/CFO for a 25 year old organization with 150 employees in six states.
- Serving on the Investment Committee for a $4 million endowment fund. Other members of the committee included a past Vice-Chairman of Chevron and a past president of General Nutrition Corporation.
- Serving as the finance professional on the Grand Isle Leadership Team. Grand Isle was the largest contiguous lease in the Gulf of Mexico at the time, with 52 platforms.
- Managing a $300 million oil reservoir at the age of 26.
- Getting his finance and engineering work internationally published several times by the world’s most prestigious oil and gas technical society.
Formal Education
- MBA, Duke University, 1989 (full time, day time)
- BS, Petroleum Engineering, The University of Kansas (Schulz completely self-financed both degrees and affiliated expenses)
- It may also be of interest that Schulz scored a 90 on the 6 hour NASD Series 7 securities license test, a test that has a national average of 73.
Personal
- Rodney Schulz has been married to Pamela E. Schulz for 17 years. They have two children, Megan and NuNu (Katelyn), both adopted from China.
- Interests include church (Christ Evangelical Presbyterian), family photography, reading (non-fiction) and reasonable physical fitness. Rod has worked out three times a week for the last 31 years. He currently swims a mile (72 lengths or 36 laps of a 25 yard pool) in 34 minutes and is a volunteer assistant coach of his daughters’ neighborhood swim team.
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