Tom entered the life insurance business in 1983 as an agent for Prudential in Austin, Texas. Tom quickly developed as a case designer and joined The Partners Group.
In 1995, Tom and his wife Lisa moved to Palm Beach county, FL, where Tom worked for the next 11 years as the case designer and client relationship manager for an Estate Planning firm. This included working with high net worth clients, as well as their CPAs and attorneys. Tom then transitioned into positions with Pacific Life and Penn Mutual as in internal sales consultant.
Tom has worked with many of the nation’s top financial advisors and has consulted with several insurance companies on product design and distribution strategies. Tom’s many years of experience as a personal producer, case designer, Marketing Organization rep, and insurance company employee give him a perspective that is rather unique in our industry. He has a high level of product knowledge in addition to a high level of understanding of the sales process.
Tom and Lisa live in Lisa’s hometown of Canton, Georgia.