Financial Advisor at KCU Investment & Retirement Services
Phone Number: 920.783.2311
Fax Number: 920.451.3638
Tom is a financial advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He has been in the insurance and investment business for more than 19 years and holds a bachelor’s degree in business administration and international business from Lakeland University. Tom has earned the CRPC® designation, for financial professionals. This program enables experienced advisors to focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. Tom has completed the CUNA Brokerage Services Inc. Honors Academy Program, a rigorous one-year curriculum focusing on key areas critical to advisor success. Tom has accepted nomination into CUNA Brokerage Services Inc. Senior Advisor Leadership Team since 2018. Tom has earned CUNA Brokerage Services, Inc. President’s Council in 2019 and 2020. It recognizes CBSI’s highest performing financial advisors and sales leaders who have driven exceptional business results through their commitment to helping people we serve build brighter financial futures while adhering to CBSI’s standards for success.
Tom’s professional services include personal financial assessments, investment management, comprehensive financial guidance, retirement planning, retirement income planning, education funding, long-term care insurance, life insurance planning, and 401k planning. His number one objective as a financial advisor is to help you reach your financial goals.
Tom has a strong history of working with credit union members, their families, and their friends. He has access to a wide variety of investment and insurance products and can help you make sound financial decisions consistent with your comfort level, investment time horizon and goals. The result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Tom is also active in the community through his affiliation with St. Peter Claver Catholic Church, Christ Child Academy, Knights of Columbus, and Iron Snowshoe Snowmobile Club. He enjoys spending time with his wife and their four children, and when time permits, enjoys hockey, baseball, snowmobiling and golf.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.