The Basil Agency, Owner
Member Since: 2019
Along with commitment & passion, Tom brings a collaborative approach for employee benefits that gets the employer the outcomes they want. Tom helps his clients navigate a highly regulated environment & achieve success by making a complex subject matter easy to understand and implement.
Tom has a BS from the University of South Carolina, an MBA from the University of Denver, and has earned both the Certified Financial Planner (CFPïƒ’) designation and the Certified Employee Benefits Specialist (CEBS) designation.
Tom served in the US Army and has a very diverse work experience as a chemist, financial planner, and a specialist in health insurance & employee benefits over a 30-year career. Tom opened The Basil Agency in February of 2019 after years of being an employee of a large insurance firm. Tom lives in Boulder County with his wife & two boys.
The Basil Agency
713 Rider Ridge Drive 1
Longmont CO, 80504