Accredited Investment Fiduciary (Aif®)
CurrentA veteran of over thirty years in the financial services industry, Tom has been with Capital Analysts since June 1985 and joined KAF Financial Advisors, LLC in August 2000. In his role, Tom helps both businesses and individuals design, administer, and monitor their retirement plans. Tom services clients across the country, including professional organizations, nonprofits, and the construction and manufacturing industries. In addition to providing retirement plan services to businesses, Tom also works with business owners and individuals with their estate and investment planning goals. As part of his commitment to the industry, Tom is an Accredited Investment Fiduciary® (AIF®), a Certified Fund Specialist® (CFS®) and formerly a Chartered Retirement Plans SpecialistSM (CRPS®) from January 2001 through December 2017. He was named one of the nation’s top 300 most influential retirement plan advisors in 2010 by the 401(k)wire.com. Tom is a member of the Retirement Advisor Council (RAC), a retirement industry forum for best practices.The 401kWire's 300 Most Influential DC Advisors is based on nominations from the industry and their editorial staff. The final list was selected based on input from those advisors nominated for the list and an analysis of objective criteria including the statistics about the advisors' practices gathered directly from the advisors. This award does not evaluate the quality of services provided to clients and is not indicative of the practice's future performance.
