Tom Batterman
Senior Financial Advisor
Experience and Expertise
Tom has over 35 years of experience as a fiduciary in the financial services industry, both as a trust administrator and as a fiduciary financial advisor. He holds a law degree from the University of Wisconsin-Madison and during his career has held the designations of Certified Trust and Financial Advisor, NAPFA-Registered Financial Advisor and Certified Financial Fiduciary. He specializes in helping individuals chart a path to a successful financial future and in helping small insurance companies be proper stewards of their surplus funds in a manner that complies with the rules and regulations applicable to them.
Education and Credentials
Registered Investment Advisor Representative
Certified Financial Fiduciary
J.D. – University of Wisconsin Law School
B.S. – University of Wisconsin – Madison
What Makes Marshall Financial Group Special
Marshall Financial Group is a large enough organization to have excellent expertise, yet it is small enough to allow each client to benefit from an individualized personal touch.
Why I Love What I Do
I have a creative side and doing the work I do allows me to express that creativity by drawing on my knowledge of laws, rules and how investments work to fashion solutions to most any financial challenge my clients may face.
Where You May Find Me When I'm Not Working
- Engaging in sporting activities – basketball, pickleball, golf, curling
- Engaging in outdoors activities – hiking, biking, fishing, ice fishing, snowshoeing
- Spending time with my wife and some or all (at various times) of our collective 7 children