Tom Southard

Thomas Southard: Financial Professional; Certified Retirement Counselor (CRC)

Tom Southard’s 35-year technical career began as a Captain in the USAF Space Command, where he maintained the operations of multi-million-dollar satellites for the US DoD and NATO.

After the Air Force, Tom worked for Lockheed as a computer programmer, followed by success at two startups where he led global support teams, including serving over 1400 hospitals worldwide.

With retirement years approaching, he spent more time learning about the financial tools and plans needed for long-term success and peace of mind. Tom’s passion to see team members and clients succeed in the technical realm has now turned towards the financial domain.

Through his studies and certifications, and the mentoring of colleagues in the financial industry, Tom is well prepared to assist clients looking to optimize their financial path.

Like the Waze navigation app guiding drivers around roadblocks, Tom’s “Waze to Wealth” approach gives clients the guidance they need to reach their financial goals reliably and safely.


  • Certified Retirement Counselor (CRC)
  • Life & Health Insurance Licensed


  • Retirement Planning
  • Annuities
  • Life Insurance
  • Long Term Care Insurance

Tom Southard

Back to top button