Tom came to Drake & Associates in 2019 and has spent his time helping individuals and families achieve their retirement dreams. He dives deep into the 5 key areas of retirement planning to guild his clients to a financially secure future. His clients find the peace of mind they are seeking from Tom’s ability to break down complex issues into easy to understand topics.
After graduating from the University of Wisconsin with a bachelor’s degree in Economics, Tom has spent 18 years in the financial services industry. When away from the office, Tom spends time with his wife Nicole and 2 children, Julian and Thea Rose cheering on the Wisconsin Badgers and boating on their lake.
Tom is Securities and Insurance Licensed.
Form ADV Part 2B – Individual | SEC BrokerCheck