Thomas J. Vonck, CFP®, CLU

Vonck-Tom

Investment Manager, Appleton
920-996-1311 (Direct)
800-236-2246
tom.vonck@schencksc.com

Profile

Tom began his career in the financial services industry in 1978. He spent 18 years in the investment and trust departments of two area banks prior to joining Schenck Investment Solutions LLC in 1999. Tom has worked with a wide variety of individuals and businesses regarding investments. He has dealt with investment situations ranging from simple to complex. Part of his background involved working with business retirement plans for companies of a variety of sizes, from a few employees to thousands. Tom has the ability to fit the appropriate investments to each individual situation. Flexibility is the key to his investment approach.

Areas of Specialization

  • Personal Investing
  • Managing Retirement Plan Assets
  • Portfolio Analysis
  • Asset Allocation
  • Security Review
  • Retirement Planning
  • Portfolio Construction

Education

  • American College, Bryn Mawr, Pennsylvania,
  • Master of Science in Financial Services
  • Certified Financial PlannerTM
  • Chartered Life Underwriter

Professional Memberships

  • Society of Financial Service Professionals
  • Financial Planning Association

Community Involvement

  • Faith Lutheran Church
  • Weis Earth Science Museum, Past Advisory Board Member
© 2012 Schenck SC