Tom Behr in

Tom Behr

Managing Director at Beacon Pointe
📍 Indianapolis, Indiana, United States

Tom Behr is a Managing Director and Certified Financial Planner (CFP) at Beacon Pointe Advisors in Northern Colorado. He specializes in providing comprehensive financial planning and investment management. He is a graduate of Saint Johns University and was a founding partner of a predecessor firm.

Outside of his professional life, Tom lives in Fort Collins with his wife and three children. He is an active community member, serving on the board of the Community Foundation of Northern Colorado. He enjoys spending time outdoors with his family, golfing, skiing, and traveling.

He is an active board member for the Community Foundation of Northern Colorado.

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Experience
28 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Indianapolis, Indiana, United States
Personality Overview
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Priorities

Topics Tom cares about

Holistic Wealth Management
His focus is on providing clients with customized and comprehensive financial planning, including trust administration and investment management.
Talent Acquisition
Frequently posts on social media about opportunities to join his growing wealth management team, indicating a focus on hiring and team building.
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Career

Work history

9-2023
Managing Director
Beacon Pointe
4-2019 - 9-2023
Market President
First Western Trust
7-2000 - 4-2019
Senior Vice President
First Western Trust
2-1998 - 7-2000
Financial Advisor
Anderson & Whitney, PC
Financial Advisor
Lincoln Financial Advisors
In the press

Media appearances

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Education
1989 - 1993
Bachelor of Arts (B.A.)
Saint John's University
2009 - 2011
Financial Planning and Services
College for Financial Planning
Social presence
in

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