Tom is a Financial Advisor at Michigan Financial Companies, a financial services firm specializing in retirement planning strategies, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies. As a Financial Advisor, Tom is uniquely qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance. He works closely with business owners, executive teams and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs.
Education
- Hope College
- Majors in Business Administration & Chemistry, 1979
Professional Qualifications
- Series 6
- Series 7
- Series 63
- Series 66
- Life, Accident, and Health Insurance
- Accredited Investment Fiduciary™ (AIF®)
Personal
Tom resides in Grand Rapids, MI with his wife, Lori. He is the father of two grown children, TJ and Travis. In his free time, he enjoys golfing, attending concerts, and spending time with his two grandchildren. When it comes to sports, he is cheering on the University of Michigan Football team and the Detroit Lions.
I am an advisor who is easy to reach and who attempts to respond quickly when not available directly. I am analytical in nature and use that quality to analyze my client's best outcomes.