Thomas’s Approach
Thomas J. Ptacin
CFP®, AIF®, CRPS®, MBA
Financial Advisor / Member Owner
Overview
Thomas “Tom” Ptacin is a financial advisor in our Rockford, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, he guides individuals and families through comprehensive financial planning, with a focus on wealth transfer and philanthropy, tax-efficient strategies, retirement income planning, insurance analysis, debt management, and education funding. He’s also an Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Plan SpecialistSM (CRPS®).
Tom has worked in the financial services industry for more than 25 years. Before joining Savant, he held trading and management roles at a large insurance company. His background in investment operations strengthened the firm’s approach to trading, portfolio management, and reporting.
He earned a bachelor’s degree in business administration with an emphasis in finance and economics from the University of Wisconsin–Eau Claire and a Master of Business Administration (MBA) from the University of Montana.
Tom and his wife, Kari, have two children, Thomas and Anna. He enjoys fishing, traveling, playing tennis and golf, and spending time with his children.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin–Eau Claire
Bachelor of Science in Business Administration with an emphasis in Finance and Economics - University of Montana
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary®
- Chartered Retirement Plans Specialist℠
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.