“Tom helped us acquire an independent advisor’s practice, performing valuation and other important work to ensure all parties reached a satisfactory agreement. He then led our work in selecting a new broker-dealer and negotiating the most favorable contract terms. His attention to detail, can-do attitude and responsiveness made our relationship with Tom a very rewarding one. His experience, insight and objectiveness enabled me to feel that I was getting the expertise I needed to make informed decisions. If you want a trusted second opinion or someone to competently lead a project, I recommend you call Tom.”

—Tony Kaska

President & CEO, Midwest Heritage Bank