Thomas Waring Jr., MSFS, ChFC, CLU

Tom is a person who likes to see good things happen for others. It’s why his life’s work has concentrated on serving those who are building good things for themselves and others. This mostly looks like advising business owners, their family members, and their key employees in attaining success by aligning their personal and professional visions. He’s been doing this for nearly four decades and has watched as his clients’ financial situations have evolved, gaining insights that only experience can provide. Tom applies his mix of financial know-how and business acumen to guide clients toward better financial outcomes, avoiding the common traps that thwart even the most well-intentioned business owners.

Tom has a Masters Degree in Financial Services (MFSF) and holds Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations. He has served on the board of many organizations including the Special Olympics New York, Leukemia Society, and Gilda’s Club of WNY. He’s a Trustee Emeritus of Hilbert College, former Trustee of the SUNY Fredonia Foundation, past President of the Estate Analysts of WNY, and a former Board Member of the Sled Hockey Foundation.

He is a Chair Emeritus and still serves on the board of Trocaire College, and is a Director of Evans Bank and member of the bank’s committees on HR & Compensation (formerly Chair) and Corporate Governance & Nominations. Tom is also former Board Chair and current Board member of the Lawsuit Reform Alliance of New York State. Never one to have idle hands, Tom is now working on becoming a Certified Mentor with SCORE of Southwest Florida.

Tom’s not all business, though. He considers his best “sales achievement” when his wife Sarah said, “Yes!” He’s quite devoted to her as well as his four children, their spouses, and his grandchildren, Jonah and Sam, and his French Bulldog, Harley. Outside of serving others, Tom gets his energy from riding his motorcycle, hunting, fly fishing, golfing, skeet and trap, fires on the beach and at the cabin, working outdoors, cigars, and bourbon. No one’s quite sure how he fits it all in.