Investing himself in each client
Years in the industry: 38
Years with CMA: 14
Licenses and Education: Series 4, 7, 24, 27, and 63. CFP® . Licensed life insurance agent. BA in Economics from Gustavus Adolphus College. MBA with Strategy Management Concentration from University of Minnesota.
As a CFP® , Tom knows all about the importance of wise investments. For him, though, the most important investment isn’t a monetary one.
With over 37 years in the industry, Tom has already made a sizable investment of his time, energy, and focus in becoming well-versed in various fields relating to finance. That investment has certainly paid off; he is now an experienced, successful financial planner.
Now, though, he makes the most important kind of investment: he invests himself in the success of each client. That means they receive his decades of knowledge and experience coupled with his sincere concern. This investment reaps the greatest reward: helping clients achieve the life they’ve always dreamed of.