The principal, Tom Short, is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). Tom is a graduate of the University of Texas at Austin with a degree in Finance. We are members of the National Association of Business and Insurance Professionals (NABIP) and the National Association of Insurance and Financial Advisors (NAIFA). Tom is also a member of The Alamo Business Club (ABC) which is a business to business referral group. He has been a member of the San Antonio Chapter of the Associated General Contractors of America (AGC) since 1992 and developed that association’s group health plan for all their membership in the past.

Tom has been a resident of San Antonio for over 57 years and resides there with his spouse and has two adult sons. He has been in the employee benefits field since 1978. When he is not attending to the needs of his busy practice and family, he spends his time hunting, playing golf and snow skiing.