About Robin Schulz

As a proud member of the American Association of Daily Money Managers (AADMM), I adhere to a stringent code of ethics. The AADMM conducts a background check through ClearStar in order to become a member.  I uphold professional standards, and passed background checks with additional affiliations:

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• Served as a Peace Corps volunteer in Botswana, Africa - contributed to community development by teaching subjects such as accounting, economics, marketing, commerce and computers

• Serve as a trusted Notary Public for the State of New Jersey* - a position that highlights my commitment to legal integrity and community service.

• Certified Project Management Professional - encompassing the following skills which all lend themselves effectively to the role of a Daily Money Manager:

  • Leading and Executing Projects

  • Communication and Organization

  • Performing Analysis

  • Time management and Budgeting

  • Thorough attention to detail

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My Academic and Professional Background include:

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• Obtained a B.S. degree in Finance from Bloomsburg University

• Earned an M.S. degree in Information Systems from Stevens Institute of Technology

• A career spanning 25+ years in the finance and healthcare industries - expertise as an E-Commerce Manager, Director of Database Management and Systems/Project Management Analyst​

• Certified Project Management Professional

• Designation in Professional, Academy for Healthcare Management (PAHM)

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My journey as an entrepreneur was inspired by a series of meaningful experiences, rooted in a desire to assist those around me, ensuring that every individual I assist feels empowered and supported on their financial journey:

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• I assisted an elderly neighbor who, due to illness, could no longer handle her daily financial affairs. The absence of nearby family made her reliance on my help not just a convenience, but a necessity.

• I helped my elderly aunt with her daily financial matters and safeguarding her from potential financial exploitation; paying bills, organizing her homecare and working with her accountant to prepare her tax returns.

• I became the Power of Attorney for a dear friend.  Left without any relatives, she needed someone not just knowledgeable, but also trustworthy to manage her financial matters—a role I embraced wholeheartedly.

• I assisted family members with their finances and supported my mother through the probate process after my father's passing.

• I helped improve a friend's credit score, turning financial distress into a pathway for recovery and stability.

 

My Goals are:

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• To provide affordable, daily money management services to a community of people in need of assistance with their daily finances

• To afford my clients peace-of-mind by providing efficient, discreet financial services with integrity

• To alleviate the burden on caregivers, enhance credit score ratings, and potentially generate savings for my clients

 

When I am not working, you'll find me enjoying the outdoors, DIY'ing on automobile or household projects and spending quality time with family and friends.  

 

I am excited about the opportunity to work with you, bringing not only my professional acumen but a deep personal commitment to ensuring your financial health and peace of mind. Let's embark on this journey together, with trust and transparency at the forefront of our partnership.

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I look forward to working with you!

Robin