Client Relationship Specialist

Tom Haug

Tom joined Buckingham Strategic Wealth in late 2013. His role as a client relationship specialist includes processing reports and monetary requests and ensuring both the distribution and report calendars are up-to-date for the advising teams.

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. He holds Series 7 and State of Missouri Life and Health certifications, and is currently pursuing his Masters of Accountancy degree from the University of Missouri-St. Louis.

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