- Retirement Income Certified Professional (RICP®)
- Chartered Advisor for Senior Living (CASL®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Life/Health/Long Term Care Insurance Licenses
- FINRA Series 6, 7, 63 and 66
- Wealth Management Advisor
Across the board, American’s report that fear and anxiety around their finances are among their top concerns. Over his 35+ year career, Tom has made it his mission to alleviate these fears by bringing a uniquely designed and structured approach to each individual he works with.
From Tom’s many years of experience, he understands the financial uncertainty that many American’s have around unplanned emergencies, unplanned medical expenses, insufficient retirement savings, the loss of a job or the need of a caretaker. He has seen how these financial uncertainties can keep people from their most valuable asset, living a fulfilling life.
Tom is passionate about helping you remove financial anxiety from your life. He aims to make complex financial topics easy to understand and views you not as a client but as a trusted friend. Tom works with you to uncover your dream life scenarios and provides pathways to get you there.
Personal Background
Tom and wife Pam, live in Madison with their daughters, Rose and Olivia. Tom, an avid golfer, is a member of Hawks Landing Golf Club. He also enjoys watching his daughters in their various pursuits in dance and art. As an avid Badger and Packer fan, Tom enjoys his time in WI by attending sporting events. He also enjoys travelling and is looking forward to more trips with Pam in the future. Tom supports his community in numerous ways, and for the past nine years has served on the advisory board of the Dane County chapter of the Salvation Army.