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Thomas R. Schultz, MBA
Data Specialist/Jr. Associate Planner
Thomas R. Schultz is responsible for managing financial account data as well as assisting the planning team. He joined the SFG team in July 2020 after working as a Reconciliation Manager for a Speaker Bureau and Event Management Company. Thomas graduated from Cairn University with a Master’s Degree in Business Administration.
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© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
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SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov. SFG Investment Advisors does not provide tax or legal advice.
© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex