Thomas is a Managing Director at Northwestern Mutual and Partner at Summit & Sage with over 30 years of experience in financial planning. A Marquette University graduate, he is also a passionate instructor at Northwestern University, dedicated to developing the next generation of financial advisors.
He is a tireless advocate for special needs financial planning, a passion that grew from personal and professional experience. An award-winning humanitarian, he has served on the board of Envision Unlimited for over a decade, supporting individuals with disabilities, and also volunteers for causes related to childhood cancer.
He was honored as the 2024 Humanitarian of the Year for his compassionate advocacy and significant contributions to the special needs community.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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