Thomas Batterman

Leadership

Experience

 

Thomas Batterman is the Founding Organizer of Financial Fiduciaries, LLC. Designed to represent the best financial interests of his clients, Thomas helps provide objective, fee-only management services to people looking for help with their current and future financial state. Born out of the realization that many clients only wanted the fiduciary approach from an advisor to help them with their financial affairs, Thomas knew rethinking the structure used for providing trustee services while simultaneously providing fiduciary guidance to those clients who do not require a trustee was important.

A graduate of the University of Wisconsin-Madison with a BS in Sociology and Mathematics, Thomas later went on to study Business, Tax, and Estate Planning Law at the University of Wisconsin Law School, where he received his Juris Doctor. Throughout Thomas’ career, he has held Series 7, 24 and 65 securities licenses. He is also a member of the National Association of Personal Financial Advisors.

Upon graduation, Thomas Batterman went on to work in a private law practice in the areas of estate planning, tax, retirement planning, corporate organizations, and real estate. From there, he pursued a deeper calling and eventually ended up at a local trust company, which ultimately resulted in his now successful career as a financial fiduciary and finance entrepreneur.

Thomas founded Financial Fiduciaries, LLC, as an outgrowth of Vigil Trust & Financial Advocacy as a resource for individuals and mutual insurance companies. As one of the rare subsets of financial advisors known as ‘fee-only fiduciaries,’ Thomas Batterman does not sell any investment products. Both he and the team at Financial Fiduciaries, LLC are not compromised by conflicts of interest that plague non-fee only fiduciary advisors.
In addition to his career, Thomas loves spending time on the green working on his swing, curling, and visiting his alma mater for a Saturday college football rivalry.

For more, be sure to follow Thomas Batterman online and stay up to date with the latest insights and updates on his professional career and personal passions!

Achievements

  • Series 7, 24 and 65 securities licenses
  • National Association of Personal Financial Advisors

Education

 

Thomsa Batterman received his Juris Doctor from the University of Wisconsin Law School where he studied Business, Tax and Estate Planning.

Recent Blogs

 
Leadership Gender Gap

Leadership Gender Gap

Leaders come in all shapes and sizes. No matter what a leader’s age, color, or gender, they have the same potential to be a great leader. Although women can be just as successful as men in leadership roles, even in this day and age the number of women leaders is...

Leadership Books Guaranteed To Inspire

Leadership Books Guaranteed To Inspire

The role of a leader is continually evolving; each person under their direction has different traits and characteristics, as well as contrasting needs and communication styles. What is required of a leader today could be the exact opposite of what will be needed of...

4 Leadership Tips For the Holiday Season

4 Leadership Tips For the Holiday Season

All leaders know the balancing act it takes to maintain a good relationship while also providing needed discipline and direction. This balancing act becomes a touch more difficult during the holidays; not only does the time of year call for a cheerier mindset, but it...