Tom Collar CFP®

Wealth Manager    

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Why did you choose to get involved on the Women’s Service Team?

To help women in transition achieve a financial fresh start.  By creating a plan and an appropriate investment strategy, BDF helps our female clients move forward.

What makes you uniquely qualified for this work?

My analytical approach to problem solving, and I am a good listener.  It’s important to hear and understand a client’s perspective before offering solutions.

What does “Helping people make sound decisions to enjoy a full life” mean to you?

Helping a client identify their full life first, then charting a course to get there.  At BDF, we have the opportunity to be the captain of the ship on that journey.  It’s gratifying to hear from long time clients about how far they have come since we first started working together.

What defines your own personal “full life”?

Being the best husband and father I can be.  Their love and support help me be my best. My parents instilled a good work ethic in me and helped me understand the importance of treating people right.

What’s the most influential book you’ve read and why?

Getting Naked by Patrick Lencioni – It’s not what you think – it’s about increasing personal vulnerability to build deeper relationships.