Volunteer Financial Mentor

Tom Haug

CFP®
Passionate About...
Budgeting Investing Taxes

Hello! I am a wealth advisor at Buckingham Strategic Wealth. I work to ensure my clients have a tax-efficient, evidence driven approach to ultimately help them achieve their most important financial goals. I am passionate about life planning and ensuring my clients interests and values are forefront when building out a financial plan. When away from the office, I enjoy running, golfing, BBQ’ing and watching baseball / hockey with my friends.

Get to Know Tom

Do you have any pets? Yes - I have a 2 year old Huskey mix named Ollie!
What is a quote you like to live by? "Life is what happens when you're busy making other plans." -John Lennon
What is a book or film that changed your life? The Psychology of Money - Morgan Housel