Thomas Crutchfield CFP®, AIF®, PPC™, CPFA

Manager, Strategic Retirement Solutions
  • Responsible for strategic initiatives through collaboration with internal departments and third-party service provider firms
  • Serves as a member of the National Association of Plan Advisors (NAPA)
  • Holds the CERTIFIED FINANCIAL PLANNER professional certification, as well as the Accredited Investment Fiduciary® (AIF®), Professional Plan Consultant (PPC), and Certified Plan Fiduciary Advisor (CPFA) designations
  • Earned a BS in finance from the University of Houston
  • Has prior experience as the director of financial planning programs at Merrimack College, where he managed all aspects of the CFP® certification curriculum