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Tom Sokira

Financial Advisor + Retirement Plan Specialist

Thomas supports retirement plan sponsors and their employees in the design, implementation, and ongoing management of workplace retirement benefit solutions.

He is known for providing thoughtful guidance on plan design and investment options, along with a steady, collaborative approach that helps clients navigate important financial decisions with clarity and care. Thomas listens closely, asks the right questions, and works to ensure each retirement plan is structured to serve the employees it is intended to benefit.

He takes particular pride in making complex industry topics easier for committee members and participants to understand, creating confidence in the decision-making process.

In his off time, Thomas spends time outdoors — kayaking, paddle boarding, hiking, and biking. A proud father of two adult children, he values time with family and friends and remains active in his community through volunteer and mentorship efforts.

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