Thomas G. Tenuta, ChFC®

Tom Tenuta, ChFC®, has more than 32 years of experience helping individuals, families and business owners with financial planning, portfolio management, and risk management techniques. “I believe that maximizing returns and minimizing risks while controlling taxes is a primary goal; in order to do this you must have a plan. Everyone’s goals are unique yet most people share some common traits that make the process repeatable”. 

Tom believes that before he can help you meet your financial objectives he needs to understand your circumstances. The process of growing and preserving your wealth is an ongoing process; not a one-time event. Passing money to family and charities beyond your lifetime need not be complicated. He typically coordinates his work with your attorney and CPA.

Tom earned his bachelor’s degree from Arizona State University’s College of Business with a specialization in Computer Information Systems in 1983. He obtained a Chartered Financial Consultant degree from the American College in Bryn Mawr, Pennsylvania in 2002.

Tom currently serves on the Board of Directors of Hospice Alliance Foundation Incorporated. He previously has served on the Board of Kiwanis of Western Kenosha, St. Mark Church, CYC and many other not for profit organizations in the Kenosha/Racine area.

In his spare time Tom enjoys playing golf and helping his wife garden. He lives in Racine with his wife Sharon and has two adult sons, Ronald and Michael.