Tom Wareing, CFP®, ChFC®

Tom began his career in financial services the summer of 2016. Over the last decade, he has helped thousands of individuals and households navigate their financial picture through strategic and targeted advice. His favorite part of what he does is getting to know his clients personally, to understand what is most important to them, to help them consider things they were not yet even aware of themselves, and then help them achieve their financial goals. He focuses his approach on gaining a deep understanding of each person he works with to be able to tailor solutions unique to them. Most importantly, he aims to break down complex topics into simple, palatable terms that enable his clients to understand the “why” behind what he is advising and therefore have peace of mind in knowing that the plan in place is what makes sense for them. Outside of work, Tom is a new father, as he and his wife Kari welcomed their daughter Juniper November 2025. He is an avid golfer having competed during high school and his first two years of college. He and his wife love to travel and have a goal to visit at least one new place every year.