Thomas Daniels Financial Advisor in Oconomowoc, WI 53066

Tom is a Senior Financial Advisor with 33 years of experience currently serving the Richfield and Sussex areas. Providing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Tom customizes easy-to-understand financial plans to help meet the needs of individuals and their families.

Prior to joining the BMO Investment Services team, Tom worked as a Financial Advisor with U.S. Bancorp. He earned a Bachelor of Science degree in business management from the University of Wisconsin-Parkside. Tom holds securities licenses 7, 63, and 65, held through LPL Financial along with his life and health insurance licenses.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management