As the Director of Advanced Planning, Tom brings over 35 years of experience in the financial service industry to WestPac Wealth Partners. Tom began his career in 1980 as an intern with Prudential Insurance Company and by 1985 he became a member of the sales management team. In 1987 he joined Winter and Associates in St. Paul, Minnesota which merged with North Star Resource Group in 2001. During his tenure at North Star, Tom was one of the founding members of the North Star Law Division, as well as a member of North Star’s Medical Division, he later became part of the senior leadership team as Regional Vice President. Tom has been recognized many times over the years, as a lifetime member of the Million Dollar Round Table (MDRT) and a member of NAIFA and GAMA.
Tom is an experienced leader with strong business development skills in Retirement Planning, Executive Benefits, Business Growth and Exit Planning, Estate Planning, and Strategic Planning. Tom recognizes that people want financial information readily accessible, with this knowledge his team’s goal is simple: to provide clients with access to valuable personal financial resources without losing the human connection. While other firms may offer a single specialist, WestPac’s approach is to develop departments of specialists by assigning a specialist to each client, optimizing services and solutions while providing a full-service practice management team. Tom embodies the mantra that when your values are clear decisions become easy.
Tom is originally from Clinton, Iowa where he attended private schools and then later attending the University of Minnesota. Besides his love of the outdoors, he enjoys cycling, hiking, and fishing. He has been an active volunteer, serving on various boards over the years. He may surprise you with his knowledge of cattle, since he had an organic farm until 2003. He often jokes it is his farmers work ethic and experience in learning how to “McGyver” things around the farm that influenced his professional life being creative when working on complex cases. Tom has two daughters Claire and Isabelle, and he resides in San Ramon, CA.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0D06213| 2020-95534 Exp. 02/22|Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.