Tom has been in the financial services industry since 1974, when he graduated from the University of Iowa in Iowa City, Iowa. He was conferred the degree of Bachelors of Business Administration from the College of Business Administration. His areas of study where Insurance and Finance.
Tom is an independent insurance agent who has accumulated 41 years of experience offering a variety of financial services and employee benefits to individuals and businesses. After an original partnership with John F. Riepe, Tom became sole owner of Benefit Planners & Company in 1979.
Tom earned the designation of Certified Financial Planner in 1985 from the College for Financial Planning in Denver, Colorado. Tom chose to bring these skills to the individual and small business side of the industry as an independent financial advisor. With his Certified Financial Planner™ ** certification, Tom joins the elite group of advisors that hold top qualifications in the financial planning field.
Tom has been a Registered Representative with Signator since 2009. He has also been an Investment Advisor Representative since 2008.
In 2009, Kravitz, Inc., granted Tom after successful completion of the cash balance certification program the designation of Cash Balance Consultant. As a result, Tom brings additional insight into retirement planning for successful business owners, offering planning stratetgies to take full advantage of their retirement programs.
**Individuals seeking to obtain CFP® certification must pass the CFP® Certification Examination, a ten-hour, two-day test of skills needed to perform comprehensive financial planning. They must also complete three years of financial planning work experience before receiving certification. CFP’s have agreed to abide by Certified Financial Planner Board of Standards, Inc.’s ethical standards, as described in the Standards of Professional Conduct.