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Schedule a CallThomas J. Ptacin
CFP®, AIF®, CRPS®, MBA
Financial Advisor / Member Owner
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Education &
Tom has been involved in the financial services industry since 1998. Prior to joining Savant, he held positions in trading and management with a large insurance company. His strong background in investment operations has been pivotal in the successful execution of trading and other portfolio management and reporting functions at Savant.
Tom earned a bachelor of science degree in business administration with an emphasis in finance and economics from the University of Wisconsin-Eau Claire and a master’s degree in business administration from the University of Montana. He is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Chartered Retirement Plan SpecialistSM (CRPS®).
Tom and his wife Kari have two children, Thomas and Anna. He is an avid outdoorsman who enjoys fishing, travel, tennis, golf, and spending time with children.
Education &
Designations
- University of Wisconsin-Eau Claire
Bachelor of Science in Business Administration with an emphasis in Finance and Economics - University of Montana
MBA - CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Investment Fiduciary® (AIF®)
- Chartered Retirement Plan SpecialistSM (CRPS®)
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.