Thomas M. Charon

Vice President

As Vice President of Retirement Plan Consulting at Robertson Ryan Financial Services, Tom is responsible for assisting Plan Sponsors meet and maintain their Fiduciary responsibilities as well as educating plan participants.

Tom has 36 years of Investment and Qualified Plan design experience. Prior to joining Robertson Ryan Financial Services, he served as Senior Vice President and Retirement Plan Counselor at Capital Group/American Funds.

Tom holds a Bachelors of Business Administration from University of Wisconsin-Milwaukee and the designations of Accredited Investment Fiduciary (AIF) and Certified Employee Benefit Specialist (CEBS) through the Wharton School of Business.

Tom resides in Wales,WI , is an avid golfer and enjoys various other outdoor sports.

Phone 262-649-5755
Fax 262-649-5755 or 262-754-6798