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Thomas Charles Schwab
A trusted Financial Advisor, Tom specializes in helping clients who appreciate not being overwhelmed with complicated data about markets and investing. Tom’s reputation for trusted, sound advice has allowed his clients to benefit from the financial planning process and focus on their lives while preparing for and living in their retirement years. A licensed stockbroker, he also holds his life and health insurance licenses. Tom is an expert in retirement planning strategies for Individual Investors and Small business owners with an emphasis on retirement income strategies for those in their Retirement years.
A veteran of Desert Shield and Desert Storm, Tom served for 8 years as a Criminal Investigator in U.S. Marine Corps. While in the Marine Corps, Tom learned two valuable lessons which he continues to use everyday of his professional and personal life: keeping his priorities in order and being able to act without hesitation. These life lessons have helped Tom monitor the U.S. and Global economies. “Being on top of my game allows me to recommend appropriate asset allocation policies and a strategy for my clients continuously,” says Tom.
Very active in the surrounding community, Tom has been a Football Coach for more than 15 years, coaching athletes from 5th and 6th grade through High School and Tom’s coaching resume also included one year with Dayton’s Indoor Professional Football Team. Tom continues to Head Coach the South Dayton Knights 4th Grade Team.
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