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55 Campau Ave, NW Ste 400
Grand Rapids, MI 49501
Phone: 616.776.6225
Fax: 866.430.1443

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Tom Armstrong
Regional Managing Director
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Tom Armstrong has served executives in developing tax efficient strategies related to retirement and estate planning for over 20 years. As a CPA and CFP, Mr. Armstrong served as managing partner of a public accounting firm for 10 years and developed specialized expertise in the design and administration of non qualified supplemental executive benefits.

In 2005, Mr. Armstrong successfully negotiated the sale of the accounting practice and now works exclusively serving community banks and bankers to utilize executive benefit strategies to address key strategic objectives relating to succession planning, recruitment and retention.

Mr. Armstrong also has expertise related to the implementation and optimization of BOLI portfolios utilized to offset long term employment related expenses. As partner of Bank Financial Services Group, Mr. Armstrong heads up the central Midwest region serving community banks in Michigan, Ohio, Indiana and Illinois.

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