Broker Check
Margaret Schulze

Margaret Schulze

Business Manager and Client Services

maggie.schulze@pivotalnorthbrook.com

Growing up on Chicago's North Shore, first in Winnetka and then in Northfield, I developed an appreciation for community, for doing things well, and for the kind of relationships that form when people genuinely look out for each other. I attended Loyola Academy and went on to earn my degree in Communications from Northeastern Illinois University. The skills I built around communication and relationship management have turned out to be useful in every role I've held since.

My career before joining this team took some genuinely interesting turns. I spent years in luxury travel sales with Abercrombie & Kent, generating more than $20 million in sales before the pandemic reshaped that industry entirely. From there, I moved into a Director of Operations role at Elyssa's Mission, a nonprofit organization, where managing daily operations under real constraints taught me a great deal about efficiency, accountability, and what it actually takes to keep things running.

I came to financial services because of my father, whose career in this industry I've admired for as long as I can remember. Watching the difference his guidance made for the people he worked with made this feel like a natural next step. I'm currently working toward my own advisory licenses, and in the meantime, I focus on account management and client services, keeping the day-to-day running smoothly so that our advisors can stay focused on the work that matters most to our clients.

I live in Mount Prospect with my husband Chris, our four-year-old son Drew, and our newest addition, Luke. When I'm not at the office or chasing after the boys, I'm usually cooking something for a house full of people. Hosting is something I genuinely love, and our family and friends know to expect a full table whenever they come over. I'm a devoted Chicago Bears fan, and you'll find me at sporting events and concerts whenever the opportunity comes up. Our family is also active at St. Raymond's Catholic Church.

Credentials

BA, Communications and Media, Northeastern Illinois University

Currently pursuing financial advisory licensure