During earlier careers in retail management and owning his own marketing firm, Tom had always seen financial planning and investing as a hobby, helping family and friends. After selling his marketing firm in the 90s, Tom turned this into his vocation and became fully licensed as an Investment Advisor Representative and Financial Advisor in 1998. With time and success, Tom was able to become an independent advisor.
It didn’t take long to recognize this was where he belonged. His passion grew for guiding people through financial decisions that were more beneficial than they ever realized. He often refers to the joy upon seeing clients having that “lightbulb moment” when they realize what their long-term financial path can be.
As an independent financial advisor, Tom recognizes the importance of helping people achieve their financial goals and dreams. Each individual has a unique financial situation and must be treated as such. Therefore, Tom prides himself on building client relationships and spending whatever time necessary to fully understand a client and their financial needs.
As the world changes, so do our financial interactions, and we need to position and re-position ourselves to adapt to whatever that future may be. For these reasons,
Tom specializes in the following areas:
- Overall Financial and Estate Planning
- Retirement Income & Tax Planning
- Portfolio Management
- IRA’s & Roth IRA’s
- Mutual Funds / ETFs
- Life Insurance
- Stocks / Bonds
Sauk Rapids MN 56379