The business has changed a lot in 15 years and every time I am at a cross roads Tom helps me think it through while respecting that I am only going to implement ideas that will resonate with my version of my business.
Kathleen Thomas
Lead Wealth Advisor, New Day Solutions
We have been working with Tom for 8-10 years now. I can’t imagine not having him on our team. Even though he doesn’t cost me a full time salary, it feels like he is one of our full time leaders. He has helped build comp systems, worked with challenging employees, directed our vision for the future, kept us up to date with industry trends, taken on special projects, helped in hiring new employees, and more. Imagine being able to afford and hire someone with years of experience who has the ability to lead everyone in your organization…this is what it is like to have Tom working for you.
Byron Ellis, CFP®, ChFC, CLU, CRPC
Managing Director, United Capital Financial Life Management