Thomas J. Suttner, CFP®, CLU, ChFC
Tom is a founding member and Senior Partner of McGlone Suttner Wealth Management Group. He is a Certified Financial Planner™ professional and an Investment Advisor Representative.
He earned a Bachelor of Business Administration cum laude from the University of Notre Dame, and he holds Chartered Life Underwriter (CLU) and Charter Financial Consultant (ChFC) designations from The American College in Bryn Mawr, Pennsylvania. His background in tax, insurance, trusts and investments has enhanced the planning relationships with his clients.
Tom began his career in the Chicago office of Arthur Andersen and then returned to the Fox Valley to work with Northwestern Mutual/Robert W. Baird. After transitioning to Banc One Securities Corporation to focus on investment management, he realized he could better serve his clients in a fiduciary capacity as an independent investment advisor. As a result, Tom founded Suttner Financial Group which expanded into Verus Investment Advisory Group.
Tom’s goal is to bring peace of mind to his clients by combining genuine, long-term relationships with comprehensive planning. He truly takes the time to understand the goals, expectations, and concerns of his clients to help guide them through life’s tough decisions. He also feels that a successful wealth management plan is comprised of a solid financial foundation, proactive decisions, and ongoing communication.
Tom resides in Appleton with his wife Tina, and they have four grown children. He enjoys time with his family, golfing, traveling, and the outdoors. Tom takes pride in his community and has participated in organizations such as ACES/Xavier, Children’s Hospital, Fox Valley Estate Planning Council, Bay-Lakes Boy Scout Council, and the Appleton Fox Cities Kiwanis.