Broker Check

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


Thomas A. Turner, CLU, MBA

Thomas A. Turner, CLU, MBA


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 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.