Tom Parks, Annex Wealth Management’s Director of Retirement Plan Services, spends a portion of his professional career informing and educating folks on topics ranging from ERISA guidelines to Financial Wellness.

But when he’s not at work, Tom taps into his experience and helps high school students learn financial skills. Working with Make A Difference – Wisconsin, Tom visits various classrooms across Milwaukee Public Schools and works to bring understanding to students who may be considered challenging or at-risk.

Make A Difference – Wisconsin works to teach financial skills to high school students through a classroom program called Money Sense and a one-on-one mentoring program called Money Coach. The organization has partnered with 85 high schools and hundreds of volunteers from the local business and professional community to reach more than 47,000 students over the past nine years.

Tom’s service is highlighted in this interview with Urban Milwaukee, where he explains the incredible reward he has found in giving to the community. The article also features a link to the video above – showing Tom in action in a classroom.

Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, FL, IL, MN, NC, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.

 


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