CONNECT

Address:

1425 North Union Blvd.
Colorado Springs, CO 80909

Phone:

(719) 272-0203,(866) 900-0203

Fax/Other:

(719) 272-0207

Tom Waugh, ChFC  AIF®

Tom Waugh, ChFC AIF®

Wealth Strategist

I co-founded Agora Wealth Management to put into practice my belief in client-centered wealth management. I joined the financial services industry in 1980 and have helped my clients pursue their goals through good markets and bad. What I have learned is that the best outcomes are achieved when we let our clients’ goals drive the financial strategies we create.

I believe that one of my primary responsibilities is to be an active and compassionate listener to my clients. By learning about their families, hopes, dreams, and concerns, I can help them build strategies to take them where they want to go in life. Through our emphasis on integrity, discipline, and service, I hope to help make Agora the premier source of high-quality financial advice in Colorado Springs.

A life-long learner, I am a student of history and am passionate about understanding how political and economic factors influence markets. My personal study helps me serve my clients by identifying risks and opportunities as events unfold. Though I deeply enjoy the intellectual challenge of creating financial strategies, I am driven more by the satisfaction of seeing my clients realize their goals. I believe in the power of financial planning to change lives for the better and I am proud to play a role in my clients’ success.

I settled with my family in Colorado following my service in the U.S. Air Force and National Guard. I am originally from Des Moines, Iowa and attended the University of Northern Iowa. I pursued advanced coursework and attained the Chartered Financial Consultant designation (ChFC) through the American College in 1989. To maintain this designation I continually update my knowledge through professional education and advanced training.

I live in Colorado Springs with my wife Lorie, and we are blessed to live close to our four sons – Anson, Brit, Kyle and Zach – and their families, including six grandchildren. When I’m not working I enjoy volunteering and spending as much time together as a family as possible. I strongly believe that everything we do and are forms our legacy – that life must be lived according to the principle and values one ascribes to in order to give that life significance.

Phone 719.272.0203 x105
Fax 719.272.0207
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck