Advisor profile


My approach

Tom Palmersheim - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Tom Palmersheim - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Family Finances
  • Insurance
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Texas Insurance License #2602582
  • California Insurance License #4128002

Education

  • MBA, Strategy & Finance, Duke University, Durham, NC
  • BS, Mechanical Engineering, Marquette University, Milwaukee, WI

Interests

Originally from Brookfield, WI (suburb of Milwaukee), my military service and corporate career having taken me all over the world including living in London with my family.

I enjoy leading and mentoring and love sharing my experience and learnings with others to help them improve and succeed.

Volunteering and community involvement are very important to me, I am active in my sons' Boy Scout Troop as an Assistant Scout Master and also volunteer my time providing financial education to others.

Golf and tennis keep me physically active and address my competitive spirit.

Of course, being from Wisconsin, I am a huge Green Bay Packers fan.

Community participation

Assistant Scout Master - Boy Scouts of America, Troop 928

Alumni Interviewer - Duke University

Previous experience

  • Vice President of Strategy, Amadeus IT Group, Dallas, TX, 2012-2019, 7
  • Vice President of Sales, United Technologies, Dallas, TX, 2010-2012, 2
  • Vice President, Sabre Holdings, Southlake, TX, 2005-2009, 2
  • Senior Associate, Booz Allen Hamilton, Houston, TX, 1998-2004, 6
  • LTJG, United States Navy, Norfolk, VA, 1989-1992, 3