Tom Siebers, CFP®
Advisor Services Manager
Background
Tom Siebers, CFP®, joined Millennium Advisory Services, a HUB International Company, in 2016 after graduating from the University of Virginia with a degree in Financial Mathematics and a minor in Economics. Tom’s expertise centers around crafting personalized financial plans to guide individual participants toward their goals. He actively collaborates with institutional leadership to ensure a smooth operational framework and remains dedicated to providing ongoing support to participants in their financial endeavors.
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.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting