859-655-5225
He understands the younger generation. The world we live in moves quick and sporadic. He works hard to deliver the guidance and education needed to start consistently making the right decisions.
Growing up, I was lucky enough to have parents who understood personal finance. It did not take long working in the business to realize that this was a luxury. Questions like “How do I budget?” and “How do I get started?” were too common. The truth is this – most of us graduate high school or higher education with a complete void on how to handle our finances. This reality combined with a strong passion of helping the younger generation create their own legacy, led to the inception of Financial Fitness.
Financial Fitness builds stronger individuals through budgeting and financial education. Powered by Legacy; we incorporate an online application to bring two 4-week classes to the marketplace. I enjoy seeking and partnering with corporations around the country who want to provide this unique education to their workforce.
Tom holds a CFP® and CRPS® designation. Outside of the office, he and his wife Lindsey enjoy traveling the country, maintaining a healthy lifestyle, and spending quality time with their son Jude.
Legacy is genuine. An honest desire to connect and understand personal passions means we invest in building and growing lifelong relationships..
CONTACT US