Born and raised in Brighton, Tom Lampert has been in the financial services industry for over 25 years. Prior to joining Archer Huntley Financial Services Inc, he worked with two Fortune 500 Companies. He graduated Summa Cum Laude from Liberty University with a B.S. in Finance. As a Certified Financial Planner (CFP®), Chartered Financial Consultant, (ChFC), and Chartered Life Underwriter (CLU). Tom understands the importance of maintaining a high level of education and planning expertise to navigate the ever-changing financial world. He also knows the importance of maintaining a team approach working with a network of tax and legal professionals.
As one of the creators of the Stewardship Planning™ Process, Tom shows retirees, widows, and business owners how to align their financial priorities with their values and life purpose so that they can be truer to themselves for greater peace of mind, freedom, and control in life.
Tom's specialties include:
- Retirement Income and Estate Planning
- Helping people in transition after a loss due to death, divorce, or job change.
- Morally directed investing
Having experienced personal loss of loved ones, he has compassion reaching out to widows and widowers to help them avoid the mistakes that many make; and he helps them have hope, peace, and financial security for the future. He is a graduate of the Corgenius Grief Support Training program for financial professionals to understand the emotional, psychological, intellectual, and social ramifications of grief and how to support you when you experience loss and transition in your life.
Also, trained as a Certified Financial Coach with Dave Ramsey, (nationally known syndicated radio host of the Dave Ramsey show, and New York Times bestselling author of “Total Money Makeover”), he has a passion and heart for teaching people the Biblical principles of planning and investing in a common sense way to help them achieve financial peace.
His community involvement includes: Chaplain of Gideons International local chapter, Treasurer of Love INC of Livingston County, Howell Rotary International, member of the Planned Giving Roundtable of Southeast Michigan, President of the Senior Resource Group of the Brighton Chamber, and past speaker for the New Hope Center for Grief Support, various volunteer positions at his local church; and has facilitated various workshops and seminars.
Personal: He is married to Anne and has 4 children: Julia, Matthew, Sarah, & Hannah. He enjoys time with his family, traveling, the outdoors, putting puzzles together, playing cards and board games, and reading the Bible and other inspirational books. He has even appeared in a couple movies!