CFP®, ChFC®, CLU®, CLTC, CFS, CTS, CES
Tom was a two-time All-American soccer player who played for the three-time National Champion University of Virginia Cavaliers. In their first outright national championship, Tom made several key saves in a penalty kick shoot-out which started the Cavaliers on their three-championship run making them one of the best college soccer teams in the history of the game. He graduated from Virginia with the University’s Distinguished Student Honor.
After leaving the world of soccer, Tom started his career of financial planning with Cowan Financial Group. While there, he started his own company, Henske Advisors, which was acquired by National Financial Partners prior to their going public shortly thereafter. He is now one of eight partners nationwide for Lenox Advisors, Inc. a wholly owned subsidiary of NFP. Tom holds professional designations of:
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Certified Life Underwriter (CLU®)
- Certified in Long Term Care (CLTC)
- Certified Fund Specialist (CFS)
- Certified Tax Specialist (CTS)
- Certified Estate and Trust Specialist (CES)
Tom developed a revolutionary program, Money-Smart Kids. Money-Smart Kids provides tools and information to foster independence, good judgment and responsible habits in children. The program is age based; no matter where children are in their development, Lenox has tips, resources, books and DVD’s specifically addressing age appropriate issues. The program has struck a nerve both locally and nationally, and as such, Tom is frequently invited to speak with the media and at events. Tom was a featured speaker at The Million Dollar Round Table (MDRT) Annual event and continues to serve on the International Financial Literacy Committee. Dow Jones was so enthused about Money-Smart Kids; it allows Lenox to provide the Wall Street Journal Classroom Edition to clients. It was the first exception to Dow Jones’s classroom-only distribution policy to date.
Tom authored a book, entitled “From Me to We,” in which he details the practice management success of Lenox. Tom is a faculty member of the estate planning division of Lawline.com where a number of informative videos can be found. Additionally, Tom sits on the Board of Directors for Investment News Magazine and frequently contributes to the Panel of Experts for Financial Planning at Bottom Line Magazine. Tom was also recently named to the Board of the Estate Planning Council of Lower Fairfield County.
Tom resides in Westport, Connecticut with his wife, Stacey and their two children Spencer and Samantha. He is active in the Westport Community writing a bi-weekly column called “Money Smart Kids” and is the assistant soccer coach for the Staples High School Boys Varsity Soccer Program.
California Insurance License: OD91781