Tom has always had a passion for helping his clients protect and grow their money. Tom’s approach is to treat every client in respect to their own individual needs- not the “cookie-cutter” approach others use. Establishing a strong relationship with his clients and understanding what their goals are, has been the cornerstone of his success.
Tom’s entry into the financial services business came after a successful corporate career in the medical industry, where he worked for several Fortune 100 companies. After five corporate mergers and two “downsizings” in thirteen years, Tom entered the financial services industry in 1999. With a degree in Electrical Engineering, Mathematics minor, and corporate experience, Tom has the analytical ability to put financial strategies together, while at the same time has the empathy to understand transition whether it is from Company A to Company B or from work to retirement.
“Strategy First, Products Second” has always been Tom’s philosophy about making recommendations. Once a strategy is in place, products like investments and insurance are used to implement the strategy. Tom strongly believes that everyone has their own unique needs and goals, and he tailors his recommendations for each unique client situation.
Managing money is as much about managing client’s expectations as it is the technical fundamentals of a portfolio. The rules for someone accumulating assets are way different than the rules for someone withdrawing income in retirement. Too often people are applying the wrong set of rules during a certain phase of their retirement. Tom’s goal is to help make sure you get a paycheck in retirement and that your money lives longer than you do.
Tom Strandell was born in South Dakota and has a degree in Electrical Engineering from South Dakota State University. He moved to the Kansas City area in 1998. He has 3 children: Shantelle, Jordan, Joshua and 4 grandchildren, 2 of which are twins! Tom enjoys the outdoors, golfing, fitness, and sports. Most of all, he loves to spoil his grandkids!