Qualifications

Tom Crane is a well-known for his knowledge and passion in working with entrepreneurs, high net worth, high income professionals, and senior level executives handling their financial affairs in the area of Insurance/Wealth Transfer, Investment Advisory, and Employee Benefit Plans. Tom established his business in 1987 upon graduating from the University of Massachusetts at Amherst. Tom is a life and qualifying member of the Million Dollar Round Table. He is a member of the American Association of Life Underwriters(AALU), National Association of Insurance and Financial Advisors(NAIFA), and a registered representative of Kestra Investment Services, LLC. which is a member of Financial Industry Regulatory Authority, Inc. (FINRA). Tom has received many awards in his distinguished 30-year career, and he has been a keynote speaker at numerous prestigious events within his industry. Tom provides advisory counsel to a number of organizations, associations, and educational institutions. In his spare time when Tom is not visiting and sharing with his clients and friends, his hobbies include golf, squash, fly fishing, farming, cooking, and archery. These activities are shared with his wife Alison and son John.