Thomas O'Shaughnessy

Thomas O'Shaughnessy has extensive work experience in the financial services industry, with a focus on retirement planning services. Thomas has held various senior positions in companies such as AVMA PLIT, AVMA LIFE, Marcum Financial Services LLC, BKD Wealth Advisors, Wolf & Company LLP, Hunter Benefits Consulting Group, Inc., John Hancock Retirement Services, John Hancock USA (aka Manulife Financial), State Street Research, and Scudder Investments. Thomas'sroles have included Director of Program Operation, Senior Director of Corporate Benefits Group, Managing Director, President of Retirement Planning Services, Principal and Director of Marketing and Sales, and Regional Marketing Director.

Thomas O'Shaughnessy holds a Bachelor of Arts (B.A.) degree from the University of Illinois Urbana-Champaign, where they studied from 1988 to 1992. Thomas furthered their education at the College for Financial Planning from 2016 to 2018, obtaining a Master of Science (MS) degree in Personal Financial Planning.