Tom began his career in the financial services industry in 1978. He spent 18 years in the investment and trust departments of two area banks prior to joining what was formerly known as Schenck Investment Solutions LLC in 1999. Tom has worked with a wide variety of individuals and businesses regarding investments. He has dealt with investment situations ranging from simple to complex. Part of his background involved working with business retirement plans for companies of a variety of sizes, from a few employees to thousands. Tom has the ability to fit the appropriate investments to each individual situation. Flexibility is the key to his investment approach.

As a member of Schenck's Wealth Advisory team, Tom leads the Investment Advisory services and works closely with the firm's retirement planning, estate & wealth succession and private tax to provide clients with an integrated approach to their financial security needs.

Education

American College, Bryn Mawr, Pennsylvania, Master of Science in Financial Services

Certified Financial PlannerTM

Professional memberships

  • Member, Certified Financial PlannerTM
  • Financial Planning Association

Community involvement

  • Community Foundation for the Fox Valley Region, Investment Board Member 
  • Faith Lutheran Church

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What our clients say

“Schenck has provided invaluable service and advice to me, to Johnsonville Sausage, and to the entire Stayer family for the past 11 years. I have found the Schenck team to be extremely proactive in strategy and their client service is second to none. They are more than an accounting firm; they are true partners in our success.” - Ralph Stayer, CEO, Johnsonville Sausage, LLC
“Schenck has served as a key player in FEECO’s success over the years. Our business has grown and expanded to serve new markets, and Schenck has the depth of personnel to continue to meet our increasingly complex accounting and tax needs. I appreciate their timely and responsive service throughout the year.” - Dan Madigan, President, FEECO International
“It is nice to work with a regional accounting firm that is focused on companies our size. We are treated like an 'A' client. Our audit committee is impressed with Schenck’s candid feedback and the strategic direction they provide. The leaders on the job are consistent and take the time to understand our business and our goals.” - Bob Kamphuis, CEO, President, Chairman of the Board, Mayville Engineering Company, Inc.