
Tom creates focused, forward-thinking strategies that seek to help clients manage cash flow, minimize tax burdens, transfer wealth and mitigate risk. Specific areas of experience include retirement planning, investment portfolios, estate planning, annuities, long term care and life insurance. He has been an advisor since 2005 and joined Investors Financial Group in February 2014. Tom holds a Bachelor of Arts Degree from Gustavus Adolphus College and a Juris Doctor from Mitchell-Hamline College of Law. Along with helping clients manage their wealth, Tom enjoys travel with his family, reading non-fiction and relaxing with music or sipping an occasional dram of premium bourbon whiskey.