Tom has 7 years of experience in financial planning with a focus on estate planning and charitable giving. He is a current member of the Society of Financial Services Professionals and is currently serving on the board. Tom is a member of Rotary. He is a past CASA volunteer. Tom focuses on individual personal planning for clients and strives to create for his clients a more efficient and cost beneficial portfolio. Tom is married to his wife, Cassidy, who has been a teacher for 8 years. Him and Cassidy have two children, named Marli (6) and Garyn (2). He is a two time member of the Million Dollar Round Table*. He is also a current member of NAIFA. He holds a series 7 designation. Tom grew up on a farm in Lawrence, NE and has several agricultural clients that he emphasizes estate planning as a tool to help preserve generational family farms.
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.