Thomas Burke

President Emeritus & Senior Advisor

Phone: 3174284795

Tom Burke, CLU, ChFC, CFP 

After growing up in Berne, Indiana and attending Ft. Wayne Bible College, which later became part of Taylor University, Tom entered the financial services industry in January 1966 as an insurance agent.  He later self- studied pension actuarial and pension administration courses. He did pension actuarial work for two years for a Ft Wayne Indiana based Insurance company and then moved into a management role with them. He managed life insurance agencies in Worthington, Minnesota and Indianapolis, Indiana. In 1979, Tom left his senior management role and began building his own planning practice, primarily focused on estate planning.

Tom self studied and completed the Chartered Life Underwriter and Chartered Financial Consultant programs from the American College of Life Underwriters in 1973 and 1982. He self studied and completed the CFP® professional education program from the College for Financial Planning of Denver Colorado in 1994. Tom is well known professionally for his extensive depth of knowledge on the topic of estate planning and has written for various publications, taught classes and seminars for his peers as well as the general public and hosted a radio show.

Tom has served in numerous leadership roles in his community ranging from the Indiana & Indianapolis Life Underwriters Associations, Promise Keepers, and leadership roles in his church. He is a member of the Certified Financial Board of Standards, the Society of Financial Service Professionals, and the Financial Planning Association.

Tom and his wife Rita celebrated 58 years of marriage in May 2015. Tom loves spending time with the families of their five grown children including sixteen grandchildren, and has a deep conviction for his faith and walk. Tom enjoys traveling frequently to the land of his family's heritage in Switzerland to hike and play his Alphorn in the high Alpine mountains.

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