Broker Check
Thomas Davey

Thomas Davey

President

Tom has over thirty years experience in Third Party Qualified Plan Administration, Strategic alliance development, marketing and client retention. This experience has created an organization whose goals are to provide individual design and administration of Qualified,Section 125 and Health Savings Accounts.  Our strategic alliances include Certified Public Accountants, employee benefit attorneys, national and local financial organizations. Tom is a native of Michigan and has resided in the Fresno area for over thirty years.