Donald Schultz

Don Schultz brings a great perspective and a wealth of knowledge to the team as a 17 year veteran of the financial services industry.  Don is a seasoned investor and a lifetime student of the markets.  Prior to entering the financial services industry, Don was the owner-operator of a family business. Don's in-depth knowledge and life experiences are very helpful in guiding clients through the complexities clients face in today's world.

Don has a working knowledge of issues facing today's seniors.  His deep understanding of these challenges has greatly helped our clients and our team.  

Don studied at George Washington University and maintains his Series 63 and 65 registrations.
He lives in Wynnewood, enjoys golfing with his sons, grandkids, and friends in his spare time.