Managing Director, Partner
Tom serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 25 years of experience in the financial services industry, Tom worked for an independent investment advisory firm as a senior investment advisor prior to joining Creative Planning. Having spent his entire career in the financial services industry, Tom has developed an in-depth knowledge of providing clients with comprehensive wealth management.
Tom earned a Bachelor of Science degree in accountancy from the University of Illinois at Urbana-Champaign, where he graduated with highest honors.
Tom is actively involved in several charitable organizations and enjoys travel and golf.
Articles by Thomas Panoplos
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