Professional Designations

Associate Wealth Advisor

Tom Haug, CFP®

As an associate wealth advisor, Tom Haug works with an advisory team to create and execute comprehensive financial plans that are tailored to clients’ specific circumstances and needs. Tom assists with portfolio management, retirement analysis and wealth transfer strategies.

Tom joined Buckingham Strategic Wealth in 2013 and previously served as a client relationship specialist. He joined the firm after serving as a financial advisor with Edward Jones. There, he was responsible for providing insight to help clients reach their long-term goals.

Tom graduated from the University of Missouri-Columbia with a bachelor’s degree in business administration. Tom earned his CERTIFIED FINANCIAL PLANNERTM certification in 2017.

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Let's look at the big picture, together.