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Tom joined the organization in 2019 after more than two decades of experience as a financial advisor and annuity wholesaler with firms including Prudential Annuities and AIG Financial Distributors. He has a bachelor’s degree in business administration with a minor in marketing from the University of New Orleans.
Having grown up in New Orleans, Tom’s true passion is Mardi Gras. He has been an active member of one of the largest Carnival parades in New Orleans for the past 37 years.
With a strong background in annuities, Tom is driven to help financial professionals with creative, unique investment and sales strategies.
- Behavioral Finance Advice™ (BFA™)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Securities Registered with FINRA®
- Holds Series 6, 7 and 65 Registrations
Jesse joined the organization in 2016. He attended the University of Minnesota where he studied music and communications.
Jesse lives in Waterloo, Iowa with his wife, Sarah, and son, Everett. He enjoys spending time with his family and playing music.
With a strong background in sales, Jesse is motivated and determined to build strong, lasting relationships with financial professionals by maintaining reliability and a positive attitude.
- Behavioral Financial Advice™ (BFA™)
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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