ABOUT THE FINANCIAL CONSULTANT
He’s Dedicated
Tommy has been in the Financial Services industry for over three decades. To better serve his clients, Tommy has worked and studied tirelessly to achieve the coveted Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from American College, Bryn Mawr, PA.
These designations represent the standard for the highest level of knowledge and expertise in the industry.
Four decades at age 66 he received the Master of Certified Estate Planners Designation.
Less than 1% of the advisors in the Financial Services Industry in the U.S. and Canada have accomplished this standard of excellence.
Professional Background and Experience
CLU©
American College
Chartered Life Underwriter
ChFC©
American College
Chartered Financial Consultant
MCEP™
Institute of Certified
Estate Planners.
Masters of Certified Estate Planners
University of Arkansas
Bachelor of Science, Business Mgmt
& Marketing
Society of Financial Services Professionals
Associate Member
Wealth & Wisdom Institute
Associate Member
National Institute of
Certified Estate Planners
Associate Member
Infinite Banking
Authorized Practicioner
Generation to Generation
Book Author
100+
Projects Completed
“How many successful projects y’all done pulled off?”
100%
Satisfaction
“Where all keepin’ them satisfaction reviews part from them testimonials?”
40+
Years of Experience
“How many years experience does Tommy got?”
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