Tom Burchhardt
Financial Advisor @Equity Services, Inc
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WORK HISTORY
Financial Advisor @Equity Services, Inc
Cary, NC, US
EDUCATION
Onondaga Community College
Associate's Degree
State University of New York College of Environmental Sciences and Forestry
Bachelor's Degree
North Carolina State University
Master's Degree
University of North Carolina at Chapel Hill
Certificate
SKILLS
ABOUT TOM BURCHHARDT
I\'m a Financial Advisor and CEPA (Certified Exit Planning Advisor). I work with business owners to help them build value in their companies and create options for their future, whether that means exit, growth, or something in between.My approach is straightforward: I\'m here to look at the big picture of your situation and help you take actionable steps toward your goals. I\'m interested in understanding what matters to you, where you want to go, and coordinating the right strategies to get you there. For business owners, that often means helping you see what\'s working, what\'s not, and what needs attention so your business can grow without consuming your life.My path here wasn\'t typical, but whose is? I started in science and education (BS in Environmental Biology from SUNY ESF, MA in Science Education from NCSU) before finding my way to finance through sales and client success roles. What keeps me here is simple: I love helping people feel understood and supported, especially when they\'re facing big decisions.I\'m a proud father to my 9-year-old daughter and a husband who loves spending time outdoors with his family. Mindfulness and nature keep me grounded. When I\'m not working, you\'ll find us hiking, camping, gardening, or exploring the cities and towns of North Carolina.Looking forward to connecting and helping you pursue your goals-Thomas Burchhardt is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc.(ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, 70••••••04. Stone Press Financial Group is independent of ESI. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates.Thomas Burchhardt is licensed to sell securities in North Carolina and insurance-licensed in North Carolina. An endorsement of this individual is not a referral of them for investment advisory services and may not reflect others’ views or experiences. TC82••••••••53
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