Broker Check
Tom Small

Tom Small

President and CEO

Tom Small has been a financial adviser for over 30 years and has held many leadership positions and has been given many prestigious awards over his career. He is a past President and board member of the Financial Planning Association of Greater Michigan, past member of the Rotary Club of East Lansing, member of the Greater Lansing Estate Planning Council/West Michigan Estate Planning Council director, past facilitator in the Junior Achievement programs, past coach of many sports in the Okemos community where he had resided for 30 years.

Tom received his Bachelor of Science degree in Marketing from Bentley University in Waltham, MA, along with his Associate of Science degree in Management. He attained the designation of Certified Financial Planner, which is generally thought of as the highest qualification for the financial planning industry. He has spoken in front of thousands of people on many different topics, such as: investment planning, retirement planning, estate planning, college planning and Women & Investing. He has also written articles for over 10 years for publications like the Greater Lansing Business Monthly, and hosted workshops to help many people determine whether to take advantage of early retirement offers, assess their preparedness and ultimately take the leap into retirement.