Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®

Senior Partner and Team Leader

Helping to create, find and protect money for individuals, families, and businesses since 1982.

Awards and recognition

North Star Medal of Honor (2010)
North Star Resource Group
Thomas A. Haunty

Evans College Scholarship Recipient
Evans Scholars Foundation of the Western Golf Association (WGA)

Life & Qualifying and Top of The Table Member
Million Dollar Roundtable™

NAIFA Quality Award – Financial Advising and Investments (1987-2021)
National Association of Insurance and Financial Advisors

Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®

Senior Partner and Team Leader

Helping to create, find and protect money for individuals, families, and businesses since 1982.

About

Thomas A. Haunty is a CERTIFIED FINANCIAL PLANNER™ professional who has provided financial services to individuals, families, and businesses through fee-based financial planning and benefits services.

Tom Haunty has authored and been quoted in numerous articles on personal and business financial strategies and is a frequent speaker on these topics. He published the book Real Life Financial Planning for Young Lawyers.

An Evans Scholar graduate of the University of Wisconsin-Madison School of Business, Tom is also a member of the Financial Planning Association; the Financial Counseling, Investment, Management and Employee Benefits Sections of the Society of Financial Services ProfessionalsTM; and is a Life and Qualifying Member of the Million Dollar Round Table, The Premier Association of Financial Professionals®. Moreover, he has also been a National Association of Insurance and Financial Advisors (NAIFA) Quality Award recipient every year since 1987.

Specialities

Fee-Based Personal Financial Planning

As a Certified Financial PlannerTM practitioner or CFP®, Chartered Financial Consultant (ChFC), and an Accredited Investment Fiduciary (AIF®) Tom helps individuals and families accumulate money by maximizing their investment return potential and minimizing their tax burdens*. He helps clients invest more through cash flow planning and helps protect their income and savings from unforeseen losses through personalized insurance selection.

Business Benefit Planning

As a Registered Employee Benefit Consultant (REBC) and a Registered Health Underwriter (RHU), Tom assists business owners in rewarding, recruiting, and retaining key employees through the implementation of selective benefit programs. In addition to evaluating and guiding the selection of group 401(k) pension and insurance benefit programs, Tom provides comprehensive benefit communications to employees through employee-specialized seminars, workshops, and individual meetings. Tom also seeks to coordinate the efforts of the business’ tax and legal advisors to work together to help meet the business owner’s overall financial goals.

Financial Services for Attorneys

Tom has also developed a practice sub-specialty providing financial services for attorneys, their law firms and their clients. He has authored and been quoted in numerous articles on attorney finances published in The ABA Journal, The Young Lawyer Magazine, and other legal publications. He has served as a volunteer financial advisor for the American Bar Endowment (ABE), a not-for-profit arm of the American Bar Association, supporting ABA Young Lawyers Division members and is an Associate member of the American Bar Association.

All services

  • Business owner solutions
  • Comprehensive financial planning
  • Estate planning*
  • Income protection strategies
  • Investments
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth accumulation
  • Wealth management

Team

Stacey F. Washa
Stacey F. Washa

Financial Advisor and Practice Manager

Support team

Joey McCormick
Joey McCormick

Investment Coordinator

Stacey Reuter
Stacey Reuter

Administrative Specialist

Abigail South
Abigail South

Administrative Assistant

North Star resource team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Published articles

Real-Life Retirement Strategies for Solos

GP Solo, July/August 2013

This article won the SmallLaw Pick of the Week in September 2013. SmallLaw is a free weekly email newsletter that provides helpful information for solo practitioners and those who manage and work in small law firms.

1964500 / DOFU 12-2017

Finding a Financial Advisor

The Young Lawyer, 2010

1964449 / DOFU 12-2017

Career-Long Retirement Planning

All Business, 2009

1964479 / DOFU 12-2017

Contact

Connect with Tom

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Tom is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.. 1887282 / DOFU 09-2017

    Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.