Tom received his Bachelor of Arts degree in Foreign Affairs from the University of Virginia in 1992. Tom lives in Falls Church, Virginia, along with his spouse. He previously served in leadership positions on the boards of Insight Memory Care Center and the National Capital Alzheimer's Association. Tom currently serves on the board of the Jewish Council for the Aging and is the Vice-Chair of the Board of Goodwin House Inc. Tom's community service in aging services has stretched for decades as well. Tom regularly educates financial professionals, attorneys, tax professionals, and geriatric care managers on the most appropriate financial planning techniques for families facing long-term care decisions. Tom is the creator of Lifecare Affordability Plan ® a proprietary healthcare and financial planning offering from SEIA. He has also been published multiple times in peer-reviewed professional journals on best wealth management practices involving seniors facing health-related dependency. Tom has been interviewed by periodicals such as the Wall Street Journal, Washington Post, Investment News, and New York Times which profiled his practice in 2013. Tom has been in the investment management and insurance business for over 25 years and was honored as a 2017 Signator/John Hancock Hall of Fame inductee*. Tom also has significant experience in issues related to suitable and ethical financial strategies pertaining to incapacitated seniors. Tom has a robust wealth management practice that emphasizes cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death. ![]() ![]() West, CLU ®, ChFC ®, AIF ® is a Senior Partner in SEIA's Virginia office.
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