I take pride in the work I do with our financial planning clients, as I help them to live their best possible life with their current means. I also work with retirement plan sponsors to navigate complex rules, regulations and laws of ERISA and the DOL in designing plans, including participant financial wellness.
My designations include the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation, the Accredited Investment Fiduciary® (AIF®) professional designation and the Profession Plan Consultant™ (PPC™) designation, which signifies a commitment to education and service excellence in the qualified plan industry. I also graduated from the 401(k) Service Training Program™ which addresses the service standards in the retirement plan industry and imparts professionals not only with the knowledge, but the tools needed to meet and exceed those standards. Lastly, I achieved The Certified Plan Fiduciary Advisor (CPFA) credential from The National Association of Plan Advisors, an affiliate organization of the American Retirement Association. The CPFA was developed by some of the nation’s leading advisors and retirement plan experts and demonstrates knowledge, expertise and commitment to working with retirement plans.
My wife, Tina, and I are active and lifelong members in the Winchester Community. I volunteer my time with many causes and hold a position as a senior board member of the Judges Athletic Association. I’m also an avid supporter of my college alma mater, James Madison University.
Tommy Stine is solely an investment advisor representative of Water Street Financial, and not affiliated with LPL Financial. Any opinions or views expressed by Water Street Financial are his/her own and are not those of LPL Financial.