Tom has dedicated his career to helping credit unions, hospitals, and other non-profits secure executive and key person talent. He carefully educates his clients, so they make decisions regarding Supplemental Executive Retirement Plans (SERPs) with confidence. Tom graduated from the University of Dayton with degrees in Finance and Entrepreneurship and has 14+ years of experience in the financial services industry. He is a Top of the Table qualifier for Million Dollar Round Table (MDRT).