Associate degree in Bible from Grace Bible Institute in 1976
B.A. in Psychology from the University of Nebraska – Lincoln in 1978
M.S. in Community Counseling from Shippensburg (PA) University in 1980
Securities exams passed: Series 7, Series 63, Series 24, Series 66
Role on Team
Owner and CEO since establishing our company in 1998
Head of our Investment Committee
Chief Compliance Officer
Personal Life and Interests
Tom and his wife Connie live in Osage Beach, MO, after having lived in Glenwood, IA for 30 years. They are blessed with 3 children and 7 grandchildren which are the delight of their lives. They are active members in their church. Tom is a fine French Horn player having played in community bands and brass groups over the years. He is a fan of the Huskers, Chiefs and Royals. On a Husker game day you may just catch him in his red-and-white striped overalls (from 1975). Tom also enjoys bicycling and has been riding on RAGBRAI since 1997.
Every person is worth understanding… Seek first to understand, then to be understood.
We provide financial planning, tax planning, and investment management services that help you to experience a successful retirement.