Tom Kristensen has always been good with numbers. His mathematic skills come in handy when it comes to keeping track of his grandchildren – all 19 of them! Tom’s natural talent with numbers has also been beneficial throughout his career. He has specialized in personal lines casualty, personal life insurance and pre-retirement planning for educators and TSAs for more than 40 years. Tom has concentrated his focus on pre-retirement and post-retirement planning with an emphasis on structuring retirement income flow while still being sensitive to potential income tax consequences. He has written several articles related to these core areas and has spoken at numerous seminars.
Tom has been a member of many professional associations including the Chamber of Commerce and the Council Bluffs Independent Agents Association. He has served as a board member for Project Camelot, a chairman for the Downtown Kiwanis and Chairman of the Board for the Council Bluffs Senior Center. He was also Chairman of the Endowment Fund Committee, President of the Iowa Association of Life Under-writers and President of the National Life Share Foundation.
e-mail: firstname.lastname@example.org | phone: 712.329.3174 | fax: 712.329.3110
- Chartered Financial Consultant ( ChFC )
- Chartered Life Underwriter ( CLU )
Master of Counseling & Psychology
University of Nebraska – Omaha
Bachelor of Education, History & Foreign Language
Buena Vista College | Storm Lake, IA
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC . Investment Advisory Services offered through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned and are not under common ownership with M Holdings Securities, Inc.