Broker Check

31111 Agoura Road
Suite 200
Westlake Village, CA 91361
(818) 540-6967

 

Thomas A. Turner, CLU, MBA

Thomas A. Turner, CLU, MBA

Senior Associate

Tom brings 40 years of experience to the table when he meets with clients to solve their financial objectives. He uses a comprehensive process to create estate, business owner and retirement plans so his clients can make informed financial decisions. Every plan is custom designed using a holistic approach that is comprehensive, coordinated and kept current with ongoing reviews. Tom’s expertise combined with the resources of Sagemark Consulting Private Wealth Services make a team that provides clear solutions in an increasingly complex world.

Tom received a Master of Business Administration Degree from the University of Puget Sound in Tacoma, WA and a Chartered Life Underwriter designation from the American College. He is a Select Member of Sagemark Consulting Private Wealth Services, a Select Member group of Lincoln Financial Advisors which focuses on clients in the high net worth market.  He is a member of the Society of Financial Service Professionals and the current President of the Anchorage chapter. He has served as the President of the National Association of Insurance and Financial Advisors / Alaska, President of the Alaska Association of Health Underwriters and a board member of the Anchorage Estate Planning Council.

Tom's peers have recognized him for contributions to his clients and the industry by selecting him as the National Association of Insurance and Financial Advisors Alaska Professional of the Year and the Robert Hagen Award Recipient by the Alaska Association of Health Underwriters. Both awards are given to the individual who has made significant contributions to the financial services industry, clients and community. Tom is the Managing Member of the employee
benefits firm StrattonTurner, LLC in Anchorage.

Tom and his wife, Betsy, have three adult children and three grandchildren. When not spending time with their family, they enjoy the beauty of Alaska, travel and sailing.