Tom Behr, CFP®
Managing Director
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Tom is a Managing Director in Beacon Pointe’s Indianapolis office. Tom is a CERTIFIED FINANCIAL PLANNER® (CFP®) and brings 30 years of experience in working with clients to help them achieve their investment, retirement, estate and charitable objectives. Tom is passionate about working with both pre-retirement clients and retired clients in navigating an ever-changing financial and tax landscape and in helping them to build a financial plan that works for them. Prior to Beacon Pointe, Tom was the president of First Western Trust Bank in Northern Colorado where he spent the past 20 years building long-term, fiduciary-based relationships with clients. His non-profit involvement includes serving on the Board of Trustees for the Community Foundation of Northern Colorado, participating in the Parish Finance & School Advisory Council for St. Joseph Catholic Church, and acting as a Trustee of Bas Bleu Theatre. Tom resides in Indianapolis with his wife and four sons. In his free time, Tom is looking forward to getting involved in the local community.