Thomas Shultz Email & Phone Number
Manging Partner
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Thomas Shultz Location
- Franklin, TN, US
Thomas Shultz Work
- Manging Partner @ LyfeAdvisors (July 2017 - Present)
- Managing Partner @ (June 2017 - Present)
- President @ NAIFA SCOTTSDALE (June 2017 - September 2025)
- Registered Principal @ ProEquities, Inc. (August 2014 - June 2017)
- Managing Director and Regional Branch Manager, Greater Arizona Branch @ (June 2011 - June 2017)
- Financial Advisor and Investment Advisor Representative @ ProEquities, Inc. (June 2011 - June 2017)
- Jr. Vice President and Sales Manager @ The Dollarhide Financial Group, LLC (December 2010 - June 2011)
- Branch Sales Manager @ Bankers Life & Casualty (January 2010 - October 2010)
- Unit Sales Manager @ Bankers Life & Casualty (May 2008 - December 2009)
- Financial Advisor @ ProEquities/LPL California & Arizona (August 2009 - October 2010)
Thomas Shultz Education
- Humboldt State University 1999-2001
- San Bernardino Valley College 1998-1999
- LaRue County High School 1994-1998
Thomas Shultz Skills
- Executive Mentoring
- Leadership Development
- Change Leadership
- Strategic Communications
- Long Term Care
- Disability Insurance
- Medicare
- Trust Services
- Annuities
- Retirement
- Employee Benefits
- Medicare Supplements
- Annuity
- Whole Life
- Retirement Planning
- Term Life Insurance
- Insurance
- Financial Planning
- Investments
- Mutual Funds
- Estate Planning
- Health Insurance
- IRA's
- Wealth Management
- Series 7
- Securities
- 401k
- Insurance Planning
- Business Planning
- Small Business
- Risk Management
- Financial Advisory
- Asset Management
- Sales Management
- Wealth
- New Business Development
- Succession Planning
- Series 63
- Coaching
- Consultative Selling
- Strategic Planning
- Long-term Care
- Team Building
- Fixed Annuities
- IRAs
- Strategic Financial Planning
- Life Insurance
- Financial Planners
- Selling
- Change Management
- PowerPoint
- Finance
- Microsoft Office
- Microsoft Word
Thomas Shultz Summary
- Thomas Shultz, based in Franklin, TN, US, is currently a Manging Partner at LyfeAdvisors. Thomas Shultz brings experience from previous roles at LyfeBeast, NAIFA SCOTTSDALE, ProEquities, Inc. and FUTURITY FIRST Insurance Group. Thomas Shultz holds a 1999 - 2001 Humboldt State University. With a robust skill set that includes Executive Mentoring, Leadership Development, Change Leadership, Strategic Communications, Long Term Care and more. Thomas Shultz has 2 emails and 6 mobile phone numbers on RocketReach.
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