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Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA

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
  • Holds 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