Our Team

Tom Presper

CLU, ChFC
Founder, Financial Advisor

What does Tom Presper do?

Tom is the founder and visionary of the office—the steady hand and calming voice of the team.  He leads, educates, and guides clients to make smart financial decisions. He brings 40 years of academic and life experience to the table as he counsels clients on their life journey. He also mentors our younger financial advisors.  

Did you know?

Tom and his wife, Sonya, have been married for 35 years and have six adult children and two grandchildren (for now…they are hoping for more!) Tom’s favorite hobby is whatever his kids and grandkids are doing.

Credentials

  • 40 years of experience as a financial advisor
  • Multiple professional designations
  • Passed Series 6, 7, 66, 63, 24, 53, and 26 examinations
  • BA in Finance and Accounting from UA