Our Team

Tom McDowell


Tom’s practice is focused on estate and business succession planning strategies for successful individuals and their families. His advice includes the structuring of insurance portfolios that help allow for the passing of wealth to multiple generations in a tax-efficient manner. Trusted relationships with clients and their advisors are the key to Tom’s success, and he takes pride in delivering the best possible service. This has not only enabled Tom to work with individuals across the U.S., but also has allowed him to develop skills in working with foreign nationals around the globe.

To help achieve an exceptional level of service, Tom belongs to some of the industry’s most prestigious organizations including being an Ambassador with Finseca, the Million Dollar Round Table (MDRT) and National Association of Insurance and Financial Advisors. Tom’s experience includes being a former practicing CPA as well as over 36 years in the insurance industry.

When he is not working, Tom and his wife, Susan, keep very busy with their three active children. Tom also is very involved in the community. He is the current Chair of the Huether Family Match Pointe tennis center, as well as serving on the board of both the Avera Philanthropy Council and the Vision Foundation. Tom is an active member and former president of the Downtown Rotary Club and volunteers his time with many other community organizations.

Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address:mdrt.org/join/member-requirements/
CA Insurance License #0721905