Having been a small business owner and worked with a Fortune 500 company Tom saw firsthand how challenging it was for his employees to accumulate wealth for retirement and other financial goals. In 1989 he decided to focus his career on helping people in these areas and opened his practice.

Tom has conducted numerous educational seminars ranging from college funding solutions, social security maximization, and guaranteed income lifetime retirement programs.

Tom has worked with multiple Fire Protection Districts, Business Owners, and Individuals in the Saint Louis metropolitan area regarding pension and individual asset planning and management.

Through ongoing training an education Tom achieved the position of Investment Advisor, obligated to act with his Client’s best interests first.

“Due to the complexity of various financial strategies we insure that we provide our Clients enough information to make informed decisions that help them achieve their financial goals.” This is a quote from one of Tom’s recent presentations.

Tom attended Drake University and has been in the Saint Louis area for more than 31 years. He and his wife Linn enjoy spending time with their family, including nine grandchildren.