5299 DTC Boulevard, Suite 1101, Greenwood Village, CO 80111 | 303-740-8001 | firstname.lastname@example.org
Tom is a business succession and exit strategy design specialist for AUCTORIS and offers over forty years of experience working in the life insurance industry.
Tom provides assistance to Auctoris Principals and Planners in development and design of cases that require tax planning and a state-of-the-art sophistication level for affluent persons. He has decades of experience in the financial planning services profession and worked in the advanced marketing department for a major insurance carrier. His prior experience includes several years in private practice in Colorado working with business owners and families concerning insurance planning needs. He attained his undergraduate degree in business management from Colorado State University where he also played baseball. He has completed professional designations of CLU and ChFC.
Tom is a past president of the Rocky Mountain Chapter of the Society of Financial Service Professionals and is still a loyal member. Tom is married with three grown children and spends much of his free time with his seven grandchildren.