Tom started in the industry in 1987. Through the decades, he has started, grown, and sold several Broker/Dealers, SEC-Registered Investment Advisery Firms, and multiple insurance agencies. Having success both as an entrepreneur as well as in large corporate settings, you'll find Tom's insights to be invaluable.
Tom is active in both professional and philanthropic communities. He currently is President of the Fox Valley Estate Planning Council and President of the Williamsburg Green Property Owners Association. He is also involved in several Chambers of Commerce and is an active Parishoner at his church.
Tom and his wife, Gina, reside in Elgin, IL, along with their two rescue dogs. They are especially proud of their two grown children. Outside of work and spending time with family, they enjoy traveling and socializing at Elgin Country Club where Tom is a past President.
Copyright © 2021 My Advisor & Planner LLC - All Rights Reserved.
Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisery Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Registered Investment Adviser. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information.