Thomas D. Wyatt, JD, CFP® AIF

Tom is a dedicated Business Owner Specialist with extensive experience in helping entrepreneurs protect and grow their businesses. He understands the unique challenges business owners face and provides tailored solutions to safeguard their operations and secure their financial future.

Tom specializes in buy-sell agreements, ensuring business continuity and a smooth transition of ownership in unforeseen circumstances. He also excels in key person insurance strategies, helping businesses protect essential team members and maintain stability. Additionally, he focuses on 401(k) planning and business strategies to help employers retain top talent and foster long-term employee satisfaction.

With years of experience, Tom has become a trusted advisor to business owners across various industries. He takes pride in developing comprehensive plans that address risks, protect revenue, and align with his clients' long-term goals. By building strong relationships and providing professional guidance, Tom empowers business owners to make informed decisions that benefit their companies, employees, and families.

Registered Representative and Financial Advisor of Park Avenue Securities and General Agent of Guardian.  Not practicing law for Guardian or its subsidiaries. CA Insurance License #0E84981.