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Tom is the Executive Director of Retirement and Distribution Planning for Lifetime Financial Growth (LFG). In this role, he leads the retirement planning initiative for LFG, which is a regional privately-held wealth management firm with hundreds of representatives, across Pennsylvania, West Virginia, Kentucky, Michigan, Indiana, and Ohio.

He also serves as President of the LFG office in Columbus, OH.

Tom has been working in the areas of Qualified and Non-qualified retirement plans, executive benefit programs, charitable planning, and individual financial planning since 1998. Tom is a multi-year qualifier and member of Million Dollar Round Table (MDRT), Court of the Table, and Top of the Table.

Tom is a 2003 graduate of the Capital University Law School in Columbus, OH. Tom is admitted to practice law by the Ohio Bar and The United States Supreme Court. Tom is also a graduate Magna

Cum Laude of the University of Toledo School of Business, with areas of concentration in Economics, Finance, and Management.

Tom holds the CFP (Certified Financial Planner) Certification. The CFP certification is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience, and ethical requirements. Tom also holds the Accredited Investment Fiduciary (AIF) designation, indicating particular focus in helping retirement plan sponsors select and manage their retirement plans and investments available therein.

Tom holds the FINRA Series 7, 24, and 63 securities registrations and various insurance licenses. Tom is a licensed life and health insurance agent, a resident licensee in Ohio, and a nonresident in most other states. Tom is securities licensed in multiple states.