Retirement Plan Specialist
Years of Experience: 19+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Designations and Certifications: Certified Plan Fiduciary Advisor (CPFA), Chartered Financial Consultant (ChFC®), Certified in Long-Term Care (CLTC), Master of Education (M.Ed)
Education: Mount St. Mary’s University, B.S. degree, and George Mason University, M.Ed.
Areas of Expertise: 401(k) Planning and Design Support
Speaking Topics: 401(k) Education, Retirement Readiness
Tom is an Associate of Washington Financial Group specializing in the retirement plan market assisting with setting up and managing 401(k) plans. Tom works with companies and individuals to determine their needs and provide appropriate financial strategies.
In the 401(k) field, Tom works with employers to set up and manage retirement plans that help participants prepare for retirement. He works with companies to develop strong employee education programs including onsite workshops and face-to-face meetings. Tom also works with employers to help them understand and address their fiduciary responsibilities. His WFG team of professionals work together to help clients manage the most appropriate, cost effective retirement plan. Tom also leads interactive discussions and break-out sessions during The Plan Sponsor University (TPSU) programs in the Washington, DC Metro area.
Tom is a proud member of the team at Washington Financial Group that was recently named the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year.¹ The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
Fun Fact: Tom keeps himself busy running marathons and fresh water fishing, but he has yet to do them at the same time.
Personal Information: Tom is an active volunteer in the Vienna community coaching a variety of sports teams. He is married and has four children.
¹The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.