Meet Tom


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.