Tom Loeblein, CHBC, CFP 

While his official title is President and CEO, Tom's real title is "Visionary". He sets our organization’s vision, creates and maintains the company’s culture, and builds relationships with clients and stakeholders. In strategic accounts, Tom steps in as the lead CFO.

Tom sees his role as critical to developing new approaches and strategies that ultimately benefit our clients.

Before joining our team, Tom was a Marine Corps officer. He graduated from the United States Naval Academy.

Tom has been active in many leadership positions in Rowan County and is active in his church.

He enjoys life on the lake, where he lives with his wife, Leigh Ann, and black lab, Lilly. When he spends time away from work, Tom enjoys visiting with his two grown daughters and heading out west each year to be a cowboy for a week at a “dude ranch,” where he recently rode his first mustang.