As a consultant, coach, speaker, and President of Pinnacle Path Consulting, LLC, “I am committed and dedicated to helping financial professionals become more successful. I provide them with the tools they need to transform their potential into reality.”
Tom’s financial career spans four decades and includes both insurance and investment experience. His expertise as a coach and consultant to financial advisors, insurance companies, and investment firms is evident, as he conducts numerous seminars for financial services professionals. Speaking frequently at industry conferences, where his conversational style is extremely popular, audiences find his presentations informative, educational, and entertaining, as well. As an adjunct to his live workshops and seminars, Tom has developed coaching and training materials, articles on financial planning, marketing materials, and programs customized to meet the unique needs of each client.
His career began as a Special Agent and manager with The Prudential where he achieved many awards over a period of twelve years. After leaving personal production and agency management, Tom held senior positions with several leading insurance and investment firms, developing and coaching successful sales teams in the U.S. and Canada. Taking early retirement from an international insurance firm six years ago, he developed his professional coaching business. Tom’s experience, knowledge, expertise and direct approach has helped hundreds of financial professionals in taking their businesses to the next level of growth, profitability, and success.
The Pinnacle Path, Tom’s proprietary program, is focused on helping financial services professionals transform their potential into reality thus maximizing their performance. This transformation is the passion that drives Tom’s business and coaching approach.
Using personal one-on-one coaching, together with group dynamics, Tom provides financial professionals with the tools to change their potential into reality and help them achieve their goals. His Pinnacle Path program provides the right blend of strategies, tactics, and experience to help professionals achieve their goals and fulfill their potential.
Industry Licenses & Credentials:
• Life and health insurance
• Securities Series 6, 7, 26, 24, and 65
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
Tom lives in Wyoming, Ohio with his wife, Kathi. They have two married daughters and six grandchildren.