Tom is a financial advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He has been in the insurance and investment business for more than 22+ years and holds a bachelor’s degree in business administration and international business from Lakeland University. Tom has earned the CRPC® designation, for financial professionals. The CRPC® is conferred by College for Financial Planning. This program enables experienced advisors to focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. Tom was recognized as part of the 2019-Present Senior Advisor Leadership Team* and is currently serving as Co-Chair.
Tom’s professional services include personal financial assessments, investment management, comprehensive financial guidance, retirement planning, retirement income planning, education funding, long-term care insurance, life insurance planning, and 401k planning. His number one objective as a financial advisor and as a fiduciary in advisory relationships is to help you work toward your financial goals, while acting in your best interest.
Tom has a strong history of working with credit union members, their families, and their friends. He has access to a wide variety of investment and insurance products and can help you make sound financial decisions consistent with your comfort level, investment time horizon and goals. The result will be a strategy designed to help you build, preserve, use and transfer assets in a more advantageous way. Tom is also active in the community through his affiliation with St. Peter Claver Catholic Church, Pine Haven Finance Committee, Christ Child Academy, Knights of Columbus, and Iron Snowshoe Snowmobile Club. He enjoys spending time with his wife and their four children, and when time permits, enjoys hockey, baseball, snowmobiling and golf.
*Members of SALT [2019-2022] were recognized by CBSI, the representative’s former broker-dealer, for overall achievement, appointing them as a steering committee. Based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct, and participation in activities.
Members of SALT [2023-2024] were recognized by TruStage, for overall achievement, appointing them as a steering committee. Based on tenure, GDC, ethical standards and conduct, and participation in activities.
Check the background of this investment professional on FINRA’s BrokerCheck.
