Our Qualifications

With over 30 years industry experience, a CERTIFIED FINANCIAL PLANNER™ , Professional, Chartered Life Underwriter and Chartered Financial Consultant, Tom is a frequent speaker in areas of insurance, investment planning, and estate planning.  He is a registered securities representative and serves as instructor of ministerial finance at Indiana Bible College in Indianapolis.  His memberships and association include ongoing compliance and approval by the CFP® Board of Standards, Inc.