Tom is a Principal and Senior Retirement Plan Advisor. Get to know Tom.


While he claims that “no one likely grows up wanting to work with qualified plans,” Tom has found interacting with plan sponsors and plan participants to be a gratifying, rewarding way to spend the last twenty plus years of his professional life. By getting to know a business and business owner, Tom strives to identify and implement an appropriate and beneficial plan design. By being available to the employees, he shows people that retirement goals can be achieved. Surrounded by a strong team, Tom supports the needs of over 100 corporate clients and almost 11,000 participants served by SYM.


Bachelor of Arts, Communications, Cum Laude – Concordia University, River Forest, IL


Member, Board of Directors, Fort Wayne Children’s Zoo

Member, Board of Directors, Concordia Lutheran High School

Member, St. Michael Lutheran Church Council

Favorite Book

“A Tale of Two Cities” by Charles Dickens