Advisory Team >>
Thomas W. Evans, CFP®, MS-PFP
Senior Advisor
Pulling from over a decade’s worth of experience, Tom specializes in providing wealth management solutions to high-net-worth individual and institutional clients. Tom is one of 1,000 advisors in the country who have received a Masters in Financial Planning from the College of Financial Planning. He has spent much of his career helping individual clients with retirement planning, tax consulting and estate planning.
Joining the JNBA team in 2009, Tom has received numerous national and state client service awards. In addition, his leadership and strategic planning skills make Tom a key member of JNBA’s financial planning and investment committees.
His professional highlights include:
- Certified Financial Planner™
- Master of Science–Personal Financial Planning
- Minnesota Notary Public Commission
- Graduated from University of Chicago
In his spare time, Tom enjoys travel, yoga and coaching his kids’ athletic teams.