Thomas Stine, CFP®, AIF®, PPC™, and CPFA
Director of Retirement Plan Services
Tommy works with financial planning clients to assist them in living the best life they can based on their current means. He works with retirement plan sponsors to navigate complex rules, regulations and laws of ERISA and the DOL in designing plans including participant financial wellness as a way of attracting and keeping the talent that a company needs.
Tommy and his wife Tina are active and lifelong members of the Winchester Community. He volunteers his time with many worthwhile causes including as a Senior Board Member of the Judges Athletic Association. He is also an avid supporter of his college alma mater, James Madison University. *Tommy Stine is solely an investment advisor representative of Water Street Financial and is not affiliated with LPL Financial.
BBA, Marketing, James Madison University
Certified Financial Planner, Accredited Investment Fiduciary, Professional Plan Consultant, 401(k) Service Training graduate, Certified Plan Fiduciary Advisor
Thomas Stine is solely an investment advisor representative of Water Street Financial and is not affiliated with LPL Financial.