Whether your goal is to retire early, educate your children, manage your income in retirement or leave a legacy for your children, I will work with you to understand what is most important to you. I use an established 5-step process to build personalized strategies and partner with you throughout your life to help you stay on track. I have a passion for listening and understanding your hopes and dreams and then turning those dreams into reality.
Throughout my 22-year career with Edward Jones, I have received numerous awards and because of these successes and leadership skills it has been my pleasure to give back to our firm by mentoring, training and coaching financial advisors as they gain experience in the financial advising profession.
I am very proud to have achieved my CFP® certification in 2013. Earning the CFP designation involves meeting requirements in four areas: formal financial education, performance on the CFP exam, relevant work experience, and demonstrated professional ethics. The Certified Financial Planning Board Standards Inc, awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services.
I believe it my responsibility to give back to the Burnsville community. I am a 22-year member and past president of the Burnsville Rotary and also a 22-year member of the Burnsville Chamber of Commerce.
My wife, Debbie, and I volunteer with the Big Brothers Big Sisters Organization and are involved in the Foster Care Program. In our leisure time, we enjoy traveling, boating, gardening and spending time with family and friends.
Our branch team would love the opportunity to meet you and learn more about your life. We hope our paths cross soon. Make it a Great Day!
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Social Responsibility
- Outdoor Enthusiast
Phone NumberTom Barth at (952) 808-6856
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More