Thomas D. Wyatt, JD, CFP® AIF

Thomas D. Wyatt, JD, CFP® AIF

President and Chief Growth Officer

Tom serves as Market President of Lifetime Financial Growth’s Central Ohio office.  He also serves as the Enterprise-Wide Chief Growth Officer for Lifetime Financial Growth’s enterprise operations and leads the investment team and retirement planning initiative for LFG.  Lifetime Financial Growth (LFG) is a regional privately-held wealth management firm with hundreds of representatives, across Pennsylvania, West Virginia, Kentucky, Michigan, Indiana and Ohio. 

Tom has been helping clients in the areas of business planning, Qualified and Non-qualified retirement plans, executive benefit programs, charitable planning and individual financial planning since 1998.  Tom is a multi-year qualifier and member of Million Dollar Round Table (MDRT), Court of the Table, and Top of the Table.  Tom has a practice consisting of personal planning and business planning clients from coast to coast; and Tom’s Corporate and retirement planning clients range from closely held businesses with only a few associates to firms with several thousand employees.

Tom is a 2003 graduate of the Capital University Law School in Columbus, OH.  Tom is admitted to practice law by the Ohio Bar and the The United States Supreme Court.  Tom is also a graduate Magna Cum Laude of the University of Toledo School of Business, with areas of concentration in Economics, Finance and Management.  

Tom holds the CFP® (Certified Financial Planner®) Certification.  The CFP® certification is awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.  Tom also holds the Accredited Investment Fiduciary (AIF) designation, indicating particular focus in helping endowmments, institutions and retirement plan sponsors to select and manage their investments.  Most recently, Tom received the Certified Exit Planner (CExP) designation, demonstrating skill and focus in the business owner succession planning and exit planning areas of practice. 

Tom is an active member of various industry organizations, including the National Association of Plan Advisors (NAPA), the Society of Financial Service Professionals (FSP), FINSECA (formerly GAMA and AALU), The Million Dollar Round Table (MDRT), the National Association of Insurance and Financial Advisors (NAIFA) and the Columbus Bar Association.  He has served in leadership roles in the FSP since 2010 and currently serves as a board member on the National Board and endowment committee of that organization. 

Tom holds the FINRA Series 7, 24 and 63 securities registrations and various insurance licenses.  Tom is a licensed life and health insurance agent, a resident licensee in Ohio, and a nonresident in most other states.  Tom is securities licensed in most states.

Thomas Wyatt is a Registered Principal and Financial Advisor of Park Avenue Securities (PAS).  OSJ: 8425 Pulsar Place, #450; Columbus, OH 43240.  Phone: (614) 785-5100.  Securities products and advisory services offered through PAS, member FINRA, SIPC.  Mr. Wyatt also serves as a General Agent of The Guardian Life Insurance Company of America® (Guardian) New York, NY.  PAS is a wholly owned subsidiary of Guardian.  Retirement and Wealth Planning and Lifetime Financial Growth LLC are not affiliates or subsidiaries of PAS or Guardian and are not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.  CA Insurance License ID #0E84981.  *Not practicing for Guardian or any subsidiaries or affiliates thereof.