3655 Route 202
Suite 140
Doylestown, PA 18902

215-345-5601

Thomas R. Schultz
MBA

Investment Operations Analyst

Tom worked for SFG Wealth Planning from 2020 until it joined with Savant in 2022. Prior to joining SFG, he was a reconciliation manager for a speaker bureau and event management company.

Tom earned a bachelor’s degree in business administration and a master of business administration degree, both from Cairn University. He and his wife Jill have a son and reside in Hatboro, PA. Tom enjoys spending time with his family and dog, following sports, and playing basketball.

Thomas R. Schultz
MBA

Investment Operations Analyst

Tom worked for SFG Wealth Planning from 2020 until it joined with Savant in 2022. Prior to joining SFG, he was a reconciliation manager for a speaker bureau and event management company.

Tom earned a bachelor’s degree in business administration and a master of business administration degree, both from Cairn University. He and his wife Jill have a son and reside in Hatboro, PA. Tom enjoys spending time with his family and dog, following sports, and playing basketball.