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    We believe in an unbiased,
    independent and objective investment
    approach based on time-tested
    financial principles.”

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    Our team is unique because our
    approach utilizes our diverse expertise
    and insight within a collaborative
    investment model.”

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    We listen and work with you in a
    consultative approach to customize
    investment solutions to best meet your
    needs today, tomorrow and in the future.”

Thomas M. Simpson

Thomas M. Simpson

Thomas M. Simpson

Director of Client Services

Tom Simpson began his financial services career in 1994 as a floor clerk in the 30-year Treasury Bond Option pit of the Chicago Board of Trade. After pursuing a non-financial career opportunity for five years, Tom re-entered the financial services industry in 2000 as a registered representative of Wall Street Discounts, Corp. In September 2005, Tom became the branch manager of the Madison office for Wisconsin Discount Securities, Inc. and continued in that role until joining Isthmus Partners, LLC in June 2014. Tom’s primary responsibilities include new relationship onboarding, client account monitoring and providing exceptional client service to the firm’s high-net-worth clients. Tom also serves on the firm’s Fixed Income and International investment committees. Tom graduated from the University of Wisconsin-Madison having earned a bachelor’s degree in Economics.