Jeffrey R. Schulte

Mr. Schulte has spent over 30 years as a financial consultant for high net worth clients. Mr. Schulte began his career with a financial services firm: Kistler Tiffany Companies in Wayne, PA. In his 10 years there he achieved numerous sales awards and established record new sales levels. He also became President of their sales association.

In 1992 Mr. Schulte, along with several partners, founded the Wharton Business Group in Malvern, PA. This company was designed to take advantage of a change in the industry’s distribution paradigm and to become a leading firm in the high net worth advisory business. Mr. Schulte also founded/managed its Miami office.