"Anything good to know is hard to learn!"    -Tom Grimm

Tom spent eight years enlisted in the United States Marine Corps, Active and Reserve duty, where he learned that integrity and shooting straight, are one and the same.

With over twenty-seven years of experience as a licensed Registered Representative and Fiduciary Advisor, he understands that learning and adaptability to one's environment is key, especially when investing.

Tom has become an Elite Power of Zero (POZ) Advisor, helping clients utilize various strategies to help mitigate the ever-looming tax-rate risks our country faces.

His professional licenses and designations include the Series 7, 63, SIE, and Series 65 (Uniform Investment Adviser Law) exam. Additionally, Thomas holds the Life, Health, Variable Annuity and Medicare/Long Term Care licenses, as well as the AAMS (Accredited Asset Management Specialist) designation attained through the College for Financial Planning.

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