If not conducting a meeting, teaching a class or in flight to a speaking engagement, Tom can most likely be found in his offices in Fort Wayne, Indiana. Here you will often find him reading up on the latest tax law change, economic modeling technique, devouring the intricacies of an estate plan or skillfully determining the best strategy to create a more fluid and effective financial model for someone.
This devoted Christian and Family Man is a health nut. If he isn’t reading on how to better himself, he’s on his road bike, doing laps at the pool or just taking a long walk. Occasionally, he’ll brave the depths for scuba diving or paddle for miles on a Stand Up Paddleboard.
Tom served three years in the U.S. Army, trained in Military Intelligence and was stationed in Frankfurt, Germany.
Tom is a Certified Financial Planner™ and Chartered Financial Consultant® professional.
He started his financial career as an insurance agent and sales manager. Tom rose to a national leading sales manager and one of the youngest branch sales managers in company history with a leading insurance company. After working with financial advisors on his own portfolio, Tom became aware of the need for competent financial advice. This experience compelled Tom to become a financial advisor for a New York Stock Exchange member firm. He has been an independent advisor for the last twelve years. He has over 20 years experience serving the needs of affluent and high net worth financial clients.
Please feel free to contact him for a no-obligation appointment to review your current situation and “Experience the Coaching Difference”.
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