Tom Birk

Tom Birk

    • Financial Advisor
    • First Vice President - Investment Officer
    Tom has an extensive background in asset management with prior firms; Goldman Sachs, Lehman Brothers and Credit Suisse. He currently advises high net worth individuals and families along with large captive and reinsurance clients. He resides in Los Angeles and LaQuinta California and spends time golfing every summer at his hometown in Duluth, Minnesota. He and his wife, Lisa are avid athletes with backgrounds in Triathlons, hockey and baseball.  They are often involved in animal charities and are accompanied in all travels with their dog, Olive.

    Contact

    Overview

    Education

    Bachelor of Arts degree: Speech and Debate and political Science
    Universities; University of Wisconsin/University of Minnesota
    National Speakers Bureau

    Community Involvement

    Support No Kill Animal shelters
    Tunnel to Towers Foundation
    CA Insurance License #: OB74634. Resident state: CA