Read more about tom
Working primarily with ultrahigh-net-worth clients, Tom and his company have a proven track record in utilizing innovative life insurance products as a way to maximize the financial benefits associated with business succession and estate planning. As a highly regarded professional, Tom is on the Board of Directors of a variety of well-known institutions. He is also known throughout the industry as a seasoned financial professional who has worked exclusively with a number of high-profile celebrities, professional athletes and Forbes 500 qualifiers. Tom is sought after throughout the country as a dynamic speaker and has lectured extensively in a host of venues. From motivational talks to speeches on succeeding in business and succeeding in life in general, Tom has much to offer in terms of life experiences, financial acumen and experience overall.