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Tom is a Financial Advisor with First Investments & Planning and serves clients in all aspects of financial planning, investments, and insurance.
Tom joined First Investments & Planning as an Advisor in 2014 and has worked in the financial services industry since 1997. Prior, Tom served as President of CoreWealth Strategies and as a training manager for new advisors in the area.
Tom holds the Series 7, 24, 63, 65 & 66 securities registrations as well as various state Life, Health and Variable Contract insurance licenses.
Tom is a U.S. Army, Nebraska National Guard, and U.S. Army Reserve veteran and has a Bachelor of Arts from the University of Nebraska-Lincoln.
1620 Dodge St., 2nd Floor
Omaha, NE 68197
2421 West Broadway
Council Bluffs IA, 51501
5006 Ames Ave
Omaha NE, 68104
I strive to help my clients get and stay on target to meet their financial goals.