In medieval times, individuals built magnificent castles, not only to live in, but to showcase their wealth as well. Often, in order to protect these castles, huge moats were constructed to deter enemies and provide the needed security to the owners of the castles.

Today, we still yearn to amass great wealth. Most people, however, are taught to focus FIRST on not only building their structural castle, but their paper castles as well. Unfortunately, the "castles" of today are not as well protected as medieval castles once were. My job for my clients is to help them protect what they've already created and to help them protect what they will continue to work so hard to create. Once this protection is in place, we can then switch our focus to building the client's "castle" as large as they want.

Tom has been serving the Indianapolis area as well as the state of Indiana in the financial services industry for over 5 years. He specializes in comprehensive planning for individuals, families and small businesses. The goal of this planning includes four main objectives for his clients:

1. Build maximum wealth
2. pend and enjoy the wealth without the fear of it running out
3. Pass the money on to family and charities
4. Structure the plan to have the potential to work under all circumstances

Tom was born in South Bend, Indiana and has been an Indiana native his entire life. He attended Purdue University and received his Bachelor of Science, graduating with Honors in 1997. His hobbies include golf, snowboarding and coaching. He resides in Carmel, Indiana with his wife Stephani and their 4 children: Elijah, Elizabeth, Ava and Ana.