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.
Tom Behr
Managing Director at Beacon Pointe
Indianapolis, Indiana, United States
Overview
Topics They Care 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.
Community Philanthropy
Demonstrates a commitment to his local area through his service as a board member for the Community Foundation of Northern Colorado.
Media Appearances
Tom has no verified media appearances
Work History
9-2023
Managing Director at Beacon Pointe
4-2019 - 9-2023
Market President at First Western Trust
7-2000 - 4-2019
Senior Vice President at First Western Trust
2-1998 - 7-2000
Financial Advisor at Anderson & Whitney, PC
Financial Advisor at Lincoln Financial Advisors
Education
1989 - 1993
Bachelor of Arts (B.A.) from Saint John's University
2009 - 2011
Financial Planning and Services from College for Financial Planning
More Information
Social Presence :
Prographics :
Exp : 28
Location : Indianapolis, Indiana, United States
Job Level : Mid-senior
Designation : Managing Director at Beacon Pointe
