Financial Advisor
.Tax Efficient Planning
Retirement Planning
As a Thrivent financial professional, Tom is called to help his clients combine their values and finances in ways that help enable them to reach their goals. Tom has been with Thrivent for 14 years and still finds enjoyment in helping individuals prepare for retirement. Tom specializes in Retirement Income Planning, savings strategies, retirement planning, life insurance, investments, and estate strategies. Tom also offers Dedicated Planning Services for clients. This is a growing field of interest for clients that would like to have more guidance than a quarterly statement in the mail. Tom will take time to gather the information, organize it, and then deliver a detailed and actionable plan to financial planning clients. Tom is married to his wife Tina and is the father to three daughters.
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- Florida
- Iowa
- Minnesota
- Wisconsin
Insights
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations