2021 Individual Award Winner
CONGRATULATIONS TO THE 2021 NEW MEMBER OF THE YEAR
Tom Kleffman, Principal
Tom Kleffman focuses on offering financial strategies to individuals and families as they move through the different phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. Tom creates personalized financial plans for individuals and families to work towards achieving their financial goals. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. As a member of his local community, Tom works to build strong relationships and provide exceptional service.