Advanced Case Designer

Thomas A. Brzezicki, CLU, ChFC

Tom provides marketing support, including assisting with the initial design and technical solutions to complex issues of estate, asset transfer and business succession plans.  Working closely with Richard, he develops and designs proposals and reports that include an analysis of your current situation, while identifying planning opportunities and design solutions.  Tom’s years of experience helps him assist our high-net-worth clients as they work towards achieving their personal and financial goals.  

Tom is thorough in providing you with solutions and services tailored to your specific situation.  Every step of the way, Tom helps you make informed decisions based on your needs, objectives and goals, assisting you and your advisors (attorneys, accountants, trustees and family offices) with the selection of appropriate non-variable products with an emphasis on comprehensive values-based business and wealth succession planning. 

Tom loves the game of golf and fishing.  His biggest joy comes from spending time with his 7 grandkids and going on “adventures” with them.  

Tom has a Bachelor’s degree in Management from Colorado State University and has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American Career College.  

Tom can be reached at TBrzezicki@Auctoris.com

our dedication to clients

Case Design

Making the complex simple is our specialty, particularly when it calls for creativity and integrity.  We provide strategies for preserving your wealth and business assets and assisting you in acquiring quality life insurance products.

We practice values based integrated wealth succession planning.  We are relationship driven and take pride in developing confidential, personalized, and innovative succession solutions.  We facilitate your goals of conserving your life’s work and directing it to those family, business members, or charities you wish to benefit by working closely with your personal advisors.  

We do not believe there is a one-size fits all strategy or product for everyone.  Instead, we offer solutions of what you can do to preserve your wealth for future generations.  We offer ideas and strategies consistent with your values, goals and objectives and do so in an easy to understand, non-technical manner.  

Our approach involves collaborating with your key advisors including attorneys, accountants, trustees, and family office employees.  We do not believe in telling you what you should do but instead educate you about what you can do. This empowers you to create and adopt your own wealth succession plan.

For questions about our case design services please contact Tom.

Disclosures

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

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For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.  CA Insurance License #0B71087

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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