Tom Perez here!

I am a Financial Advisor with Northwestern Mutual in Charleston, SC.

I am a comprehensive financial architect, specializing in working with closely held businesses. I provide financial planning for families, individuals, and businesses. I build financial blue prints for business owners, enabling them to use their business as an asset, not just a source of income. Additionally, I perform traditional financial planning services for families and individuals, including building and executing written financial plans to put their kids through college, retire, achieve their financial goals. In these endeavors, I provide wealth management and investment services, as well as insurance and savings needs. Lastly, as a military veteran, I provide transition support for military members as they transition from active duty into civilian life.

Why am I a patriot? 🇺🇸

I spent 28 years in the U.S. Navy and deployed multiple times around the globe in defense of our nation. I support liberty and freedom and have defended liberty and freedom around the globe.