Tom is a financial advisor based in Rehmann's Farmington Hills office. He serves clients in many states.
Since 1993, Tom has worked with high net worth individuals, senior executives and business owners in asset management, financial planning and estate planning to provide creative and customized solutions to help them reach their financial goals. He has worked with Fortune 200 companies to help design and service their defined contribution and non-qualified retirement plans. Tom also provides franchise clients with an integrated approach to accounting services, retirement plans and fraud prevention. Tom has been quoted in publications such as “Wall Street Journal,” “Kiplinger” and “dbusiness.”
Tom has earned his Certified Financial Planner™ certification. He is Series 7 and 65 registered and maintains life, disability, long term care insurance and annuity licenses.
Tom values providing proactive solutions, financial independence and confidence in your investments. He believes in a team-based approach to provide the best solution and to always put his clients’ needs first.To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Fixed and/or Traditional Insurance Services offered through Rehmann Insurance Group. Rehmann Insurance Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor. 39300 W. Twelve Mile Rd., Suite 100, Farmington Hills, MI 48331 | 248.579.1100.