Tom founded Simpson Financial Strategies in 2022 with the main objective of being the beacon of light guiding clients toward achieving their financial goals.
For the past 30 years Tom has built many friendships as a trusted advisor specializing in retirement and income planning. As a Retirement Income Certified Professional, RICP, Tom has a implemented a detailed strategy to assist people with realizing their dreams, goals, and financial desires. After analyzing some collected information, he can recommend a step-by-step process guiding clients toward their desired outcome. He often aims on establishing a long-term financial plan with a focus on income to last a lifetime. He enjoys teaching his clients to spend and enjoy their wealth with their families without the need to give up their hard-earned legacy.
In 2022, Tom selected Brittany to be the Director of Operations and Client Relationships for Simpson Financial Strategies. She has been working in finance for the last 5 years after making a career change from being an Infant Teacher. Though the day to day is much different from being a teacher, she enjoys helping Tom implement all the goals and dreams for his company while being a reliable resource for all his clients and colleagues. Together they make Simpson Financial Strategies the trusted company of choice by many.