Tom is a Senior Financial Advisor with 26 years of experience currently serving Green Bay, Howard, Luxemburg, New Franken, Casco and De Pere markets. Whether his clients are looking to grow their personal wealth or protect it, Tom helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO Investment Services team, Tom earned a Bachelor of Business Administration and Marketing degree from the University of Wisconsin â Green Bay. He is a CERTIFIED FINANCIAL PLANNERâ¢ and holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with his life and health insurance licenses.
Tom is active in his community as the current President of the Ribbon of Hope Foundation. Tom is married with three children and in his spare time he enjoys creating with 3D Printing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.