Thomas Koehn

FINANCIAL ADVISOR

Tom has worked as a licensed and registered agent in the financial industry since 2005. His resume includes experience overseeing all aspects of client interactions as Chief of Staff for an Investment Advisory firm in Minneapolis. His experience as a Senior Manager for the Life Case Design Team and a trainer for Fixed Index Annuities and Life Insurance, at Allianz Life of North America, gives him a unique perspective into the inner workings of annuity and life strategies.

As a former High School teacher and athletic coach, his life-long passion for coaching and helping people to succeed; personally, professionally, and financially. Tom defines his approach in creating strategies to meet client objectives. He works to incorporate a relaxed and educational approach to help clients feel comfortable and confident making decisions that will impact them and their families for years to come. Tom’s clients are at all stages of life and he helps them by ensuring they are making decisions aligned with their goals!

Tom resides in Lindstrom MN, on South Lindstrom Lake with his wife Sara and they have three adult children and two grandsons. One of their favorite activities is spending time in Minnesota State and National Parks for adventures in camping and hiking. As a life-long learner, in his spare time, Tom is also a novice guitar player in the learning stages of his musical journey.

Corestone Wealth Management
7094 E Fish Lake Rd,
Maple Grove, MN 55311

Call
O) 763-328-0210
M) 763-328-0210

Email
tom.koehn@corestonewm.com

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