With over 35 years of experience in the financial services industry, Tom specializes in employee benefit programs for businesses of all sizes. From 401(k) and 403(b) strategies to health and disability plans, Tom connects employers with tailored solutions that support their teams and strengthen workplace culture.
Tom partners with business owners to design, implement, and maintain benefit plans, while offering thoughtful plan design and meaningful participant education. His goal is to help employees build confidence in their financial futures while ensuring employers have the tools and support they need to succeed.
A graduate of Indiana University, Tom is a Chartered Financial Consultant® (ChFC®) and a Certified Plan Fiduciary Advisor (CPFA™).
Outside of work, Tom enjoys spending time with his family, playing baseball, gardening, hiking, and practicing yoga.