Our Winning Team:

Whether it’s a decision about how much to save for retirement, how to invest that savings or to whom you will hand off your business when you do retire, the last thing you want to do is procrastinate out of fear and uncertainty. Tom gets it. And he gets joy out of helping people fortify, grow and protect their assets without it affecting their lifestyle. He coaches them to help increase their financial security and net worth, while positioning them to be able to leave behind a legacy.

Tom focuses on a comprehensive financial process with ongoing investment and insurance advice, rather than just products, with the objective to coordinate and integrate your financial system. In addition, Tom utilizes business succession strategies that enable him to help achieve his business owner clients’ financial goals in a variety of scenarios. Tom graduated from Indiana University with a B.S. in Business Administration and has licenses in Life, Health, Disability Income, and Long Term Care Insurance, FINRA Series 6, 63, and 65 in MO, IL, IN, AR, MS, KS, VA, CA, and TX. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), the Million Dollar Round Table (an elite organization of top performing financial professionals), the Wealth and Wisdom Institute (an organization comprised of financial professionals from across the USA who are deeply concerned about the financial direction our country is headed and the impact it will have on everyone’s financial future), and the Biltmore Who’s Who Registry of Executives and Professionals.

When not in his office, you can usually find Tom with his wife, Tammy, in their home in Maryland Heights, MO. Tom and Tammy have 3 adult sons, 2 daughters-in-law, and enjoy trying to keep up with their 5 grandchildren while being active in their church and community.