Tom Stefaniak is the Co-Founder and President of Pinnacle Wealth Management. He built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients face to face. This allows him to help you aim toward your financial goals. He helps you address the needs of your specific situation in order to devise your personalized plan of action.
Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his Certified Professional Planner (CFP®) designation in 1990. He is a member of the Financial Planning Association, a national organization dedicated to the advancement of Financial Planning for consumers. A lifelong learner, he has continued his education through industry classes and leadership programs including, The Strategic Coach, Peak Advisor Alliance and various industry classes.
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple.
Tom is married and has three children. He values community involvement and spends much of his free time serving on the Board of Directors at Denver Academy, the school which his son attends. He helps his children with all of their pursuits whenever he can. He is an active member of his church. Tom also enjoys travel and is an avid golfer.