Tom Karsten
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Tom Karsten

Partner
Tom is a Partner and Market Leader for the Texas and Colorado office. He serves on the Cerity Partners’ Executive Committee and has spent almost three decades developing strategies and solutions for families with a focus on how they can better pass on their family history, life lessons and values to future generations and ensure their legacy. He stays current on family and wealth strategy topics and is a recognized industry leader, with appearances on CNBC, Fox Business as well as other national stations and publications.

Prior to joining Cerity Partners, Tom served as President and Chief Investment Officer of Karsten Advisors for 9 years. He previously spent 19 years as an advisor with H.D. Vest Financial Services and served on the President’s Advisory Board. Tom helped to develop and implement the firm’s Elite Academy, a program that trains and mentors young professionals about legacy planning. The program is still used today, many years after his departure.

Tom earned his Master of Business Administration from Texas Christian University in Fort Worth. He graduated from the University of Houston with High Honors and was recognized for Meritorious Service to the school.

Tom has served on the boards of multiple nonprofit organizations and startup companies, including Fort Worth K-Life, the State of Texas Municipal Group Benefits Risk Pool and the North Texas Workforce Commission. He currently serves on the board of Healing Springs, which provides counseling to individuals and families.

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Orange County

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(714) 415-4990

Bloomfield Hills

39533 Woodward Avenue
Bloomfield Hills, MI 48304

Chicago

227 West Monroe Street
Chicago, IL 60606

Chicago

65 East Wacker Place
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Fort Worth

3526 West Vickery Boulevard
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

New York

335 Madison Avenue
New York, NY 10017

Orange County

3200 Bristol Street
Costa Mesa, CA 92626