Tom has in his 16 years in the financial services industry been advising and educating his clients through market expansions and contractions. As an investment advisor representative, Tom develops close relationships and develops a clear understanding of his client's goals and risk tolerance through regular contact and his open door policy. Most rewarding to Tom is not only managing his client's finances and working towards their goals but the feeling of being like a trusted member of his client's family.
Tom joined Freedom Wealth Alliance in 2012 from his previous firm to work in a team based environment that works in a collaborative effort and scale. Capitalizing on one's strengths while combining the greatest strengths of other team members creates the solid foundation Tom was looking for in a financial firm.
Tom is passionate about the financial industry and understands the importance of a well thought and developed plan for financial independence for all his clients. He specializes in investment and retirement planning for families and closely held businesses.
Fun Facts about Tom:
Tom was born and raised in Green Bay Wisconsin and because of that is a Packer season ticket holder and enjoys cheering on the Green and Gold.
Tom also enjoys playing Golf, boating, fishing, hunting and traveling with family and friends.
Favorite Quotes:
"You cannot escape the responsibility of tomorrow by evading it today." Abraham Lincoln
"Real generosity towards the future lies in giving all the the present" Albert Camus