Preparing for that next step in life isn’t always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I have built my practice on two core values: loyalty and quality. I am dedicated to constant learning to stay at the forefront of the ever-changing financial landscape. I do my best work for clients who need help navigating all the complex decisions that come with financial planning. I try to position myself as someone who can not only be an advisor to clients but a lifelong advocate, to help ensure my clients don’t miss opportunities or make irreversible mistakes with their money so that they can enjoy their lives free from financial worry.
I have enjoyed an exciting career in financial services since graduating from Transylvania University with a Bachelor of Science degree in Accounting. I hold a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC) designation from The American College, as well as an Accredited Investment Fiduciary (AIF) designation.
During my career, I have received awards from Massachusetts Mutual Life Insurance Company (MassMutual) as a “Leader’s Qualifier” (2011-2020), "Blue Chip Qualifier" (2019), and I have been a perennial qualifier for the Million Dollar Round Table since 2007 as well as a Court of the Table Qualifier from 2014-2017 and achieved Top of the Table status in 2018-2020.
As a native of Central Kentucky, I possess a deep appreciation for this area. I am a frequent speaker for the Lexington Chamber of Commerce, Baptist Health Systems, Pikeville Medical Center and the University of Kentucky. In my free time I enjoy cooking, music, fitness and spending time with my wife and three girls.
Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
You can learn more about me and my practice at www.successionwealthplanning.com
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Thomas M’s Licenses and Disclosures