CEO, Financial Advisor
P: (920) 563-9228
Tom entered the financial services industry in 1989 and worked closely with his father and firm co-founder, James Noel, in helping business owners, retirees and individuals to confidently plan, protect and pursue their financial future.
Tom holds both the CLU® and ChFC® designations.
The Chartered Life Underwriter® (CLU®) is the most respected designation of insurance expertise. This prestigious designation represents in-depth knowledge on the insurance needs of individuals, business owners and professional clients.
The Chartered Financial Consultant® (ChFC®) designation demonstrates in-depth knowledge of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
Tom is the 6th generation of his family to be born and raised in the Fort Atkinson area. Tom and his wife, Sue, live along the Rock River. The couple has two daughters, a son-in-law (Taylor Smithyman) and two awesome granddaughters.
Tom’s passions include cooking for family and friends, attending live music and of course the pugs, Oliver and Olivia.
Tom offers advisory services through CWM, LLC only.
Getting to Know Tom
Favorite food: Pizza – definitely
Favorite quote: “The secret of getting ahead is getting started.” ~ Mark Twain
If you could meet anyone, past or present, it would be: Bill Gates
Hidden talent: I’m actually a pretty good cook
Favorite book: Outliers by Malcolm Gladwell
Favorite movie: It’s a tie between Rocky and The Godfather
Favorite TV show: Survivor
Something on your bucket list: Attend the Isle of Wight Festival in Newport, England