Our Team

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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(888) 864-8588
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Georgetown Crossing Offices
3655 Route 202, Suite 140
Doylestown, PA 18902

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