David Schultz, JD
Partner

David is a Partner and Director of Tegra Financial Partners. This subsidiary of Habif, Arogeti & Wynne, LLP provides full-service retirement plan consulting and administrative services to both large and small employers.

David specializes in retirement plan design consulting, plan implementation, governmental and regulatory compliance, participant communication, plan termination support, and annual plan administration. In addition, he is experienced in financial advisory work in the areas of savings, investment and estate planning.

David is a member of several industry organizations:

• American Society of Pension Actuaries (ASPA)
• Treasurer of Quantech Southern User Group, a retirement plan processing software
• American Bar Association
• Active member of the State Bar of Georgia
• Atlanta Bar Association

David graduated with honors from the University of Florida with a degree in finance, and received his Juris Doctor from Georgia State University. He visits Washington, D.C. annually to lobby Congress for changes to the laws governing retirement plans, and participated in the AJF Business & Professions Mission to Washington, D.C. in February, 2000.

Contact Information:
Direct Dial: 404-898-8216
Email: david.schultz@hawcpa.com
Fax: 404-602-4650

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.