Featured Advisor

What a CCS™ Can Do for You:

A Certified Cash Flow Specialist is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.

CCS™ Professionals Have Been Featured In


Every family has hopes and dreams for their future, but some ignore the potential risks and do not have a plan to protect them, if something should happen.

Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service".

In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained his Certified Financial Planner (CFP) designation and in 2016 Tom completed his CCS (Cash Flow Planning Specialist Designation).

He feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.