Thomas H. Lazenby II

Prior to becoming a financial advisor, Tom spent 17 years in the retail industry, with multi-million-dollar profit and loss responsibility at various corporations, including Dillard’s Department Stores Inc, and Duty Free International. During this time, he honed his business and people skills with stops in Little Rock AR, Shreveport LA, Knoxville TN, San Diego, CA and San Antonio, TX.

Tom began his investment industry career in 1999 when he and his wife Susan, decided to move back home to Tennessee. With a desire to help others, he has taken his business acumen and applied it to assisting clients pursue their financial goals. His focus is on building a financial roadmap through comprehensive planning and customized investment solutions.

Tom holds a Bachelor of Science, Business Administration, from the University of Tennessee – Knoxville. He was a Founding Board Member of the Tennessee Soccer Club (TSC). In addition, Tom is a member of the University of Tennessee National Alumni Association, Volunteer Athletic & Scholarship Fund and National Youth Sports Coaches Association. He is an Accredited Investment Fiduciary^® (AIF) and holds a Series 7 and 63 with LPL Financial and Series 65 with Private Advisor Group. Tom also holds Life, Health, and Variable Insurance licenses.

Tom grew up in Nashville and now lives in historic Franklin, Tennessee. He and his wife, Susan, have a daughter, Ellis, and a dog, Mac. He enjoys playing golf, college football, and BBQ cooking