Carl Schultz is Managing Director-Investment Officer, Senior Portfolio Manager at The Schultz Viola Group of Wells Fargo Advisors. When away from the office, Carl serves as a Member of the Board of Trustees for the American Helicopter Museum and Education Center and President of Summerhill Homeowners Association. In his free time he bikes, skis, and plays golf and paddle tennis. He enjoys spending time with his wife, Joy, and two children at home in Malvern. He holds the following: Certified Retirement Counselor (CRC®) from Texas Tech University, 2007; Certified Financial Manager - Donald Regan School of Advanced Management / Merrill Lynch Institute, 1987; and a Bachelor’s of Business Administration degree in finance and economics from Temple University.