From the time we started TAP Wealth Solutions, our focus has remained the same, We want to provide innovative solutions to the most complex of insurance and investment needs of our clients. This, combined with the fact that we always aim to build long-term relationships with our clients from the moment they walk through our doors, makes us stand out from the competition.
Possessing decades of combined experience in finance, we know virtually everything there is to know regarding life insurance for high-income earners. Thus, when you are looking over a life insurance policy and have questions, you'll know we will provide you with answers that are correct and explained to you in language that is easily understood.
Throughout his business career, Austin has always possessed the ability to build and cultivate long-term relationships. He truly enjoys getting to know his clients and bringing innovative solutions to the table. The suite of products offered by Tap Wealth Solutions only helps Austin differentiate himself from the competition in the marketplace.
As a native of Louisville, KY, Austin attended Transylvania University on a Tennis scholarship, earning his degree in finance. When not working, Austin enjoys spending time with his family: significant other Jamie, 13-month-old daughter, Ryan and their four-legged family members, Rocky & Cash. He also enjoys hitting the links with friends and getting out on the tennis court from time-to-time.
Throughout his business career, Austin has always possessed the ability to build and cultivate long-term relationships. He truly enjoys getting to know his clients and bringing innovative solutions to the table. The suite of products offered by Tap Wealth Solutions only helps Austin differentiate himself from the competition in the marketplace.
As a native of Louisville, KY, Austin attended Transylvania University on a Tennis scholarship, earning his degree in finance. When not working, Austin enjoys spending time with his family: significant other Jamie, 13-month-old daughter, Ryan and their four-legged family members, Rocky & Cash. He also enjoys hitting the links with friends and getting out on the tennis court from time-to-time.
Tom has been involved in the financial investment industry as an Adviser, Broker/Banker for 30 years. He has extensive experience in working with individuals, families and corporate clients with retirement planning, business secession planning and estate planning.
In his latest financial endeavor at TAP Wealth Solutions, Tom helps his clients use Premium financing to achieve outstanding results by leveraging their wealth for greater returns and protection. Along with his son Austin, Tom enjoys working with high net-worth individuals and their families in growing and securing their legacy.
Tom graduated from University of Louisville with additional studies at Harvard University. He has been married to Susan for 50 years. They have 2 children, Carman and Austin, and 4 grandchildren. He loves spending time with his family, reading non-fiction, listening to classical music, fishing and golf.
Tom has been involved in the financial investment industry as an Adviser, Broker/Banker for 30 years. He has extensive experience in working with individuals, families and corporate clients with retirement planning, business secession planning and estate planning.
In his latest financial endeavor at TAP Wealth Solutions, Tom helps his clients use Premium financing to achieve outstanding results by leveraging their wealth for greater returns and protection. Along with his son Austin, Tom enjoys working with high net-worth individuals and their families in growing and securing their legacy.
Tom graduated from University of Louisville with additional studies at Harvard University. He has been married to Susan for 50 years. They have 2 children, Carman and Austin, and 4 grandchildren. He loves spending time with his family, reading non-fiction, listening to classical music, fishing and golf.
Here at TAP Wealth Solutions, we don't expect our clients to already know each and every detail of estate planning and investment strategies. Instead, we take the time to get to know you and where you want to be from a financial perspective in the coming years. Once we do, we can then show you the benefits of our various turnkey sales strategies that have been proven to be as profitable as they are innovative for our clients.
Just like you, we too have spent years providing for our families and wanting to make sure they will always be financially secure. Since we always keep this in mind when meeting our clients, you can be sure many of the ideas we offer for your insurance and investment needs are likely ones we have used ourselves over the years. If you have tried other financial and estate planners in the past but have failed to get the results you wanted, turn to the high net worth experts you can always trust here at TAP Wealth Solutions.
We want to know your needs so we can provide the perfect insurance solution. Let us know what you want and we’ll do our best to help.
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