Thomas McHugh is a Client Relationship Manager at Smart Investor who works primarily with business owners to establish and maintain their qualified retirement plans. He also assists with business owners' personal financial planning, estate planning, and investment management needs. With over 25 years of experience in financial services working with business owners, Tom focuses on developing and managing client relationships at Smart Investor, including retirement plan sponsors and participants. He currently resides in Stockton, California with his wife and two sons.

1. Thomas R. McHugh<br />Client Relationship Manager<br />Email: tmchugh@smart-investor.ccPhone: (916) 435-2100<br />Thomas McHugh is an Investment Advisor Representative for Smart Investor and currently serves as Client Relationship Manager working primarily with business owners to establish and maintain their qualified retirement plans. He also assists business owners with their personal financial planning, estate planning and investment management needs. With over 25 years of financial services industry working with business owners, Tom’s focus at Smart Investor is to develop and manage client relationships, including retirement plans sponsors and participants.<br />In his free time, Tom enjoys a variety of outdoor activities including skiing, fly fishing, cycling and camping. He currently resides in Stockton, California with his wife Jayne and his two sons.<br />Professional Designations & Licenses<br /> Registered Investment Advisor Representative<br /> Registered Representative with LPL Financial<br /> FINRA Series Licenses 7 & 63<br /> California Life and Health Insurance License (License No. 0703929)<br />Associations & Memberships<br /> Board Member of St. Mary’s Interfaith Community Services<br /> Board Member, NAIFA Central Valley Chapter<br /> Charity Allocations Committee, Rotary Club of Stockton<br />50800002954866<br />