About
For the past 25 years, Tom Konkowski has led a team of financial professionals who with their varied skills and years of experience provided comprehensive, personalized services to business owners, retirees, and pre-retirees wishing to pursue their retirement dreams. Tom managed $65 million+ of clients’ investment accounts and has experience helping business owners maximize the value of their business to exit into the retirement they deserve. Recently, Tom has stepped back from his day-to-day Investment Management Role to focus on helping entrepreneurs and business owners in accomplish their goals, whether it be to start a business or sell a business they already own. Tom’s credentials include a Master of Science in Financial Services (MSFS), Retirement Income Certified Professional (RICP®), Certified Funds Specialist (CFS®), Certified in Estate Planning (CES®), Certified Income Specialist (CIS®), and Certified Tax Specialist (CTS®), and is a published author of “Financial Life Management”(Amazon). A native of Arizona, Tom serves the community through various ministries at his church. He and his wife, Jacque have been married for 38 years, have two sons and one granddaughter. Tom’s leisure activities include golf, racquetball and now pickleball.