Helping Clients in Illinois
About Tom
With over 26 years of experience in the financial services industry, I've developed a comprehensive understanding of how to create customized financial plans tailored to help my clients prepare for retirement. My focus is on reducing taxes, generating income, combating inflation, and planning for healthcare costs.
I find the most crucial aspect of my job is developing easy-to-understand financial plans that provide my clients with a sense of comfort. I enjoy helping clients create and understand their personal financial goals and the strategies to address them. I believe that by truly listening to each client's specific needs, I can craft a unique financial game plan they can confidently act upon.
I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Before joining Alliant, I worked at Protective Life, where I gained valuable insights. My academic journey began at Western Illinois University, where I earned a Bachelor of Science in Accounting and Finance.
I currently reside in the northwest suburbs of Chicago with my wife, Jeanne. Together, we have two adult daughters, Delanie and Torry, who are both dedicated NICU nurses. As a family, we cherish our time together, especially during the summer months when we enjoy boating and playing golf.
Registrations and Licenses
FINRA registered (Series 7, 63 & 66 held with LPL Financial)
Certified Retirement Consultant (CRC)
Chartered Retirement Planning Consultant (CRPC)
CERTIFIED FINANCIAL PLANNER™