Tom Bolanowski
Financial Advisor
Tom attended the Indiana University School of Business where he completed his degree in Finance and received a minor in Accounting. Tom began his career with JBT Wealth Management in August of 2021.
With 35 years of investment experience, Tom holds the series 6, 7, 63 and 65 as well as being licensed for Life and Health in Illinois, Indiana, and Ohio. Tom works hand in hand with his clients to ascertain their needs and goals. Through a close look at their planning and assets allocation Tom makes recommendations to reach their objectives. Education is a key component in his practice, helping the client to feel comfortable in the path he is proposing.
Tom believes that every individual’s needs are unique, so it is important to assess those needs. He prioritizes getting to know each person and their personal situation. Tom works together with the client to grow their assets, looking at lifetime income, protection, college funding, and legacy planning, as well as special needs planning.
Tom is an active member of his community and belongs to St. Thomas More, Knights of Columbus. Tom and his wife will be celebrating their 35th anniversary in 2023. Together they have three wonderful children and welcomed their first grandchild in 2022. Tom is an avid golfer and enjoys cooking and outdoor activities. Family is very important to him and feels his clients are an extension of family and will be treated in that manner.