Tom D. Bromm

Tom began his financial career in 2003 with Sagemark Consulting, a national planning firm in business over 70 years.  His goal from the beginning was comprehensive planning which required three different licenses.  The valuable experience at Sagemark allowed him to transition to his current practice. 

In 2009 Tom joined MDB Group, an independent consulting office whose professionals are affiliated with LPL Financial.  Independence provides more flexibility and objectivity when advising clients but also necessitates being held to the fiduciary standard, the most stringent in the industry.  Services from MDB Group include: investment analysis, selection, and management; alternative investment access; insurance cost/benefit comparisons and implementation; long term care expense planning; cash flow modeling; retirement income design, etc.  Clients include individuals, families and small business owners.

When Tom had to get involved with his parent’s financial issues he gained firsthand experience with the divergent challenges of asset preservation, income generation, and paying the increasing costs for long term care.  This encouraged his volunteer service with the Alzheimer’s Association, which he continues today as one of their community educators.