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
