Tom Simpson, LUTCF, RICP®

Associate Client Service Director

LICENSES: Series 7, Series 63, Series 65

“At Pension Professionals, we work through a team concept. This allows us to make the best recommendations possible for the benefit of our clients.”

Thomas Simpson is a wealth manager who helps people realize their dreams, goals and desires through a detailed process of questions and answers. By gathering information and making recommendations, Tom works with clients to establish long-term financial plans and then implement the proper solutions.  He says that Pensions Professionals encourages staff to work as a team, and also to specialize in specific areas as individuals. That way, this team of professionals can best support each other and their clients in ensuring goals are accomplished.

Born and raised in the Midwest, Tom attended Rockford College in Illinois before taking specialized classes in the financial services industry through the American College. He is a certified Life Underwriter Training Council Fellow (LUTCF), specializing in business and estate planning. Tom is also a lifetime member of the Million Dollar Round Table (MDRT), an international, independent association of nearly 36,000 of the world's leading life insurance and financial services professionals from more than 430 companies in 78 countries.