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Bio

Tom assists individuals, small business owners and their families, with the planning and implementation of estate planning strategies in the areas of protection, accumulation, and distribution of wealth. Through his extensive experience, he finds solutions based on a tax favorable platform utilizing an array of products and services such as: life and disability insurance, annuities and long term care insurance.

How Can I Help You

In the complex world of estate and business planning, we can help you maneuver through the inter-related issues of tax law and insurance. Buy-sell agreements, wills and trusts, and insurance need to be reviewed periodically to ensure their effectiveness.

Education

• BS - University of South Florida - Tampa, FL
• Health Certification
• Life Certification
• Disability Certification
• Variable Annuity Certification
• Long-Term Care Certification

Involvement

• Pewaukee Yacht Club