Get to know Thomas Berkholtz
Paraplanner/Investment Advisor Representative
Tom is responsible for assisting with the servicing of new clients, processing paperwork and aiding in the maintenance of client accounts. He loves helping people reach their goals and is excited to work at Retirement Income Strategies because of the unique proprietary solutions that help clients reach their financial goals in retirement.
Tom grew up in Sun Prairie, Wisconsin, and graduated from the University of Wisconsin-Madison, where he majored in personal finance with a certificate in entrepreneurship. During college, Tom worked at BMO Harris Bank as a customer service representative, where he loved helping people with their finances. Upon graduating, Tom set out to find a role where he could make a positive impact in people’s lives. This led him to his current position with Retirement Income Strategies.
Tom is an avid Packer fan and enjoys running, reading and spending time with his family.