Thomas F. Mengel, MSFS, ChFC®, CLU, AIF®
Thomas Mengel is a founding partner of MSMF. His 40+ years of dedication to outstanding client service is truly the foundation that MSMF’s reputation of excellence has been built upon. Tom cares for his clients using his vast experience on matters including portfolio management, retirement income planning, advanced insurance concepts, employer-sponsored retirement plans, and employee benefit strategies.
Tom is passionate about a listen-first approach. The things he enjoys the most about his role are rejoicing with his clients in their accomplishments, celebrating milestones, supporting them through difficult scenarios, and generally having fun. Tom has been recognized nationally as a leader amongst his peers, serving on Cetera’s Advisor Engagement council, an exclusive group of 9 advisors selected from a pool of over 8,000 to provide strategic input and guidance to Cetera’s executive team.
Tom holds his Bachelor’s Degree in Economics from the University of Missouri-Rolla, and a Masters of Science in Financial Services. He is an Accredited Investment Fiduciary®, Chartered Financial Consultant, Chartered Life Underwriter, and a member of the Society of Financial Service Professionals. When he's away from the office, Tom enjoys adventures with his family, going boating, fishing, and spending time on the farm.