With IAG since: 2011
Personal: Family, sailing, and sports
Honors & Awards: Five Star Wealth Manager 5-time award recipient
Phone: 262-446-8150
Fax: 262-446-8135
Email: tpeterson@iagwealthpartners.com
Tom is a seasoned wealth advisor dedicated to guiding clients through the complexities of retirement planning. With 22 years of experience, he has honed his ability to create tailored financial strategies that aim to protect and grow assets. Tom’s accounting background is a cornerstone of his approach. He leverages this expertise to develop comprehensive tax-efficient plans that help clients pursue their long-term goals. His deep understanding of the unique challenges faced by retirees allows him to provide invaluable guidance on maintaining lifestyle, optimizing income, and mitigating risks.
At IAG Wealth Partners, Tom thrives in a collaborative environment focused on building strong client relationships. The firm’s commitment to personalized service aligns perfectly with his own values. By combining his financial acumen with a compassionate approach, Tom empowers clients to feel confident in their financial future.
A lifelong resident of Wisconsin, Tom enjoys spending time outdoors with his family. He and his wife, Katy, are proud parents of five children. His passion for sailing and other outdoor activities reflects his adventurous spirit and determination. He is a proud graduate of UW-Eau Claire with a BA in Accounting.
Financial Advisors
