Tom’s time is focused on estate planning and advising clients on their overall financial and investment planning. His 49 years of experience helps clients navigate numerous complicated designs and strategies. The majority of Tom’s career was spent as a Financial Advisor with Northwestern Mutual where he joined in 1976, was a Top 20 Advisor and was recognized by FORBES as America’s #70 Top Financial Security Professional. Tom has counseled a dozen FORTUNE 500 companies on aspects of their executive compensation plans. He served on Northwestern Mutual’s Government Relations Committee working on National legislation and tax policy. He has been a frequent country-wide speaker and panelist on numerous financial planning, investment and tax efficient strategies. Tom’s partnership with Tennant Financial dates back 30 years.
Tom is a Charted Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and graduated in 1976 with a BA in Finance from the University of Vermont where he played Varsity Tennis. He maintains FINRA’s Series 7, 63 & 66 licenses through LPL Financial.
Tom has served the community in numerous roles including Bridgeport Hospital Board, CARE Board, YMCA Board, Red Cross Board, County Community Foundation, Fairfield Beach Counsel, Church Vestry, and Youth Soccer Coach. He resides in Naples, Florida and summers in Black Rock, Connecticut. He enjoys spending time with his friends and family; his wife of 47 years, three daughters, their husbands and eight grandchildren. He also can be found playing tennis, golf, pickle, skiing, boating, and roots for the NY Giants.
*The Forbes Top Financial Security Professionals Best-In-State ranking, developed by SHOOK Research, was awarded to 1623 of 18,095 financial professionals nominated by their firms and who are licensed to sell life insurance and annuities (among other investment products or services). Ranking is based on various eligibility and quantitative/qualitative elements as of 12/31/24, including: 7 years industry experience, compliance record, total assets under management and revenue, client retention, scope of services and community involvement. There is no cost to participate but a fee is paid by recipients if they opt to use the award logo. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or future results.