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Mary Anne Schultz

Business Operations Manager

Mary Anne has been affiliated with Sagemark Consulting/LFA since 1983 when she joined CIGNA Financial Services. She has held various positions during her tenure such as Planner Assistant and Regional LAN Administrator. She became the Regional Operations Manager for the Southern California Mega Region in 2000 but soon after the region separated and she became the Operations Manager of the Orange County Office. Some of her key responsibilities include: budgeting, payroll and commissions, administrative staffing and overall fiscal matters.

Mary Anne’s title changed to Business Operations Manager when she became a Registered Principal in 2004. In this position, she is responsible for compliance, human resources, and operations for the Orange County RPO. She has passed the FINRA exam series 6, 7 and 24 and has completed the Para planner certificate program from the College for Financial Planning in 1988.

Mary Anne and her husband, Tom, reside in Westminster, California with their 2 children, Scotty and Paige who are both attending community college. Mary Anne and her husband love baseball and watching Paige dance in competitions. She also creates rhinestone clothing for the local high school and dance teams. They have 2 dogs, Barkley, a black lab who is aging and a young mutt, Koba.