Tom White is a seasoned financial services professional with over two decades of experience in the industry. Having started his career as a financial representative with Northwestern Mutual and New York Life, he has built a reputation for providing tailored financial solutions that help individuals, families, and business owners achieve their financial goals and secure their futures. Tom’s commitment to his clients’ success is unwavering, and he has become a trusted advisor to those looking to make informed decisions about insurance and investment planning.

After 14 years in the financial services sector, Tom made the pivotal decision to transition to an independent advisory model in the fall of 2013. This shift allowed him to broaden his capabilities and offer more personalized, objective solutions for his clients. Today, Tom serves as the owner of TW3 Group and is also a key partner at Lion Street Advisors, a boutique advisory firm based in Austin, Texas. His expertise spans across a variety of areas, including whole life insurance, retirement planning, estate planning, wealth management, and small business financial services. Tom is passionate about helping clients navigate complex financial landscapes and is dedicated to providing the highest level of service and support.

At TW3 Group, Tom leads a team of financial professionals with a mission to create financial comfort for their clients, protect families, and build lasting legacies. The firm is driven by a core belief in fostering strong, long-lasting relationships with clients, ensuring that each individual or family receives consistent, proactive support. Tom’s approach is rooted in a deep understanding of each client’s unique needs and financial aspirations, allowing him to craft tailored solutions that align with their goals.

Tom is also a registered representative and investment adviser, licensed to sell insurance in multiple states, including Arizona, California, Illinois, and Texas. As part of his affiliation with Lion Street Advisors, Tom has access to an array of independent, unaffiliated insurance products, which enables him to provide diverse solutions for clients across various stages of life and financial development. Lion Street’s robust back-office support allows Tom to focus on what he does best: helping clients achieve financial security and peace of mind.

Throughout his career, Tom has earned a reputation for his deep expertise in insurance planning, wealth management, and investment strategies. He is particularly skilled in retirement planning, long-term care, disability insurance, and estate planning. His vast experience is complemented by a series of professional certifications, including Series 7 and Series 63 licenses, which further enhance his ability to offer a full spectrum of financial services.

Prior to founding TW3 Group, Tom honed his skills at two of the nation’s most respected financial institutions. At New York Life, he served as a Financial Services Professional for nearly three years, gaining valuable experience in insurance and securities. His earlier tenure at Northwestern Mutual provided him with a strong foundation in financial advisory services, where he spent over seven years as a financial representative in Schaumburg, Illinois.

Tom holds a Bachelor of Arts in Communications from Miami University, where he graduated in 1997. His educational background, combined with his extensive industry experience, has shaped his ability to communicate complex financial concepts in a clear and approachable manner, making him a trusted advisor for clients from all walks of life.

Outside of his professional achievements, Tom is dedicated to his community and is a staunch advocate for financial literacy. His clients appreciate his integrity, transparency, and commitment to their long-term financial success. Through his work with TW3 Group and Lion Street Advisors, Tom continues to make a meaningful impact on the lives of those he serves, helping them secure the financial future they deserve.

• Character: Tom White is known for his integrity, transparency, and commitment to building strong, long-lasting relationships with his clients, ensuring their financial success with honesty and professionalism.
• Knowledge: With over 20 years of experience in the financial services industry, Tom has deep expertise in insurance planning, retirement strategies, wealth management, and investment solutions.
• Strategic: Tom employs a tailored, objective approach to financial planning, helping clients achieve their unique goals by developing customized, forward-thinking strategies.
• Communication: Tom excels in translating complex financial concepts into clear, actionable advice, ensuring clients fully understand their options and make informed decisions.