Tom Dosch

Financial Advisor

Education:

Northern State University- Bachelor of Science

Family:

Wife...Marcia
Daughter…Annie
Son...Joe
 
Professional Credentials:

• Series 7, 31, 63, 65, and 8 registrations with LPL Financial

• Life & Health Insurance license

• 1982 - 1996: Registered Representative with AG Edwards & Sons

• 1996 – 2008: Registered Representative & Branch Manager with Merrill Lynch

• 2008 – 2017 Registered Representative with Investment Centers of
              America and founder of Stonecreek Capital Management, LLC

• 2017 – Present Financial Advisor with LPL Financial and owner of Stonecreek

              Capital Management, LLC

Personal Profile:

Tom and his wife, Marcia, have two grown children, Joe & Annie. Tom and Marcia love the mountains and all the recreational opportunities they provide and spend as much time there as their schedules allow.

Special Benefits:

Tom specializes and enjoys working with the portfolio management section of a client’s financial plan.  His focus is managing risk for clients’ portfolios with the primary goal of providing superior risk adjusted returns through asset allocation and alternative investment strategies. He forms his outlook for portfolios after analyzing a variety of viewpoints, opinions, and forecasts.