Phone: 317-462-6900

Email: tom@butlerfinancialservices.com

With over 35 years industry experience, Tom’s career has covered the spectrum of Financial Services.  His responsibilities have included management, sales, education and public speaking.  After attending Gateway College of Evangelism, Tom pursued his financial service education, receiving his Certified Financial Planner® designation in 1983.  CFP® consists of six post-graduate level courses, including retirement planning, financial planning, investments, taxation, employee benefits and estate planning.  Tom continuously achieves approval by the CFP’s® Board of Standards, Inc., meeting all education and ethical standards. After completing his CFP® studies, he began perusing is education through The American College, achieving the Chartered Financial Consultant designation in 2002.  In addition to speaking to various church groups and civic organization he has been instructor of Ministerial Finance at Indiana Bible College for over 20 years.  In 1984 he founded Strategic Financial Advisors, Inc, a fee based, SEC Registered Investment Advisory firm.  Tom is a Registered Securities Representative with LPL Financial and has also been an SEC Registered Principal.  Tom’s firm, Butler Financial Services, provides investment services to numerous clients throughout the Midwest and also serves clients in Alaska, California, Florida, Michigan, and Oklahoma..

Tom’s years of experience have allowed him to work with many successful individuals as well as corporate and non-profit clients in the 401(k), 403(b) and non-qualified arena.

A few are:

• Methodist Health Foundation. (part of Clarian Health, the second largest inpatient Health Care System in the Country)  Work with current donors in planned gift funding and working with Chief Financial and Operations Manager regarding upcoming capital campaign. 
• Citizens Gas and Coke Utility.   Formulated investment plan and facilitated Structured Settlement for Workers Compensation settlement.  
• Indianapolis Power and Light.  Lead person in negotiation with the IPL Board of Directors and IBEW Union to implement a thrift savings and insurance package.  Continued as lead enroller, managing seven additional enrollers to facilitate nearly 2200 employee enrollment. 
• Hancock County Community Foundation.  Worked with President to formulate and enroll employee benefit package. 
• Anacomp/Xidex.  Conducted group employee presentations and supervised enrollment of voluntary payroll deduction plan.  Managed enrollment of 7000 plus employees in 35 states.

Tom has served or serves:

• Calvary Tabernacle Church – Board of Directors

• Calvary Christian School – Board of Directors - President

            • Hancock County Community Foundation, Professional Advisory Council

            • Hancock County Community Foundation, Legacy Properties, LLC - Chairman

            • Greenfield Central School Corporation – Academy of Finance - Board of Directors

• Hancock Regional Hospital Foundation – Chair, Planned Gifts Committee

            • Hancock Regional Hospital Foundation - Board of Directors