J Thomas Fife
Tom has 36 years in the financial services industry. He has previously served as Director of Pensions and Estate Planning for a well known insurance company and was founder of an employee benefit consulting firm. In 1983, the emphasis of his consulting work shifted to investment management consulting for both tax exempt (ERISA) and taxable trusts and high net worth individuals. Tom holds a B.A. in Economics from Baylor University and has completed the Wharton School’s Investment Management Analyst Program. He holds industry designations of Certified Investment Management Analyst, Chartered Financial Consultant and Chartered Life Underwriter.