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.