Tom joined Sequoia in 2001 after 20 years in the business, the last 10 of which he ran Family Business Planning Group, Inc., of which he was the Founder and president. He also founded The Family Business Presidents’ Council, a business-owner roundtable group of which he is the executive director. His principal focus during his 30+ year career has been helping successful high-net worth entrepreneurs develop and implement ownership and management succession plans, coordinating with their wealth and estate planning needs.
Tom’s background and training has prepared him to help provide his clients with experience in sophisticated applications of life insurance products, and the coordinated implementation into their business and personal estate plans.

Long Road Risk Management Services, LLC

130 Springside Drive
Suite 120
Akron, OH 44333
(330) 576-1221

Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Akron, Ohio 44333-2431* 1-800-765-5201. Long Road Risk Management Services, LLC is an affiliate of Valmark Securities, Inc.

Customer Relationship Summary (CRS)