tomfolwer

THOMAS E. FOWLER, CLU, LUTCF

President and CEO

Tom Fowler is President of The Fowler Financial Group and has over thirty years experience assisting owners of closely held corporations in business and estate planning.

Tom is an Investment Advisor Representative and Registered Representative with Woodbury Financial Services, Inc. He holds the Chartered Life Underwriter designation as well as a Life Underwriters Training Council Fellowship. He presided on the National Board of the National Association of Insurance and Financial Advisors as a Trustee. He is past president of the Seattle Chapter of CLU & ChFC, as well as past president of the Washington State Association of Life Underwriters. He is a Life and Qualifying Member of the Million Dollar Roundtable, Court of the Table, and a member of the East King County Estate Planning Council. He is a Fellow at Seattle Pacific University and he serves as a trustee for the Overlake Hospital Foundation. He is an honored member of the Who`s Who Worldwide Registry and is an Honored Professional of the National Directory of Who`s Who in Executives and Professionals. In addition, he served as Chairman of the Community Service Committee for the National Association of Insurance and Financial Advisors and is a past member of the Public Relations Committee for the American Society of CLU & ChFC.

Tom has authored numerous articles regarding business and estate planning issues, is a frequent speaker throughout the country, and was the host of a weekly radio show sponsored by the Society of CLU & ChFC entitled "You and Your Finances."


Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.

DEBORAH A. ROBERTS

Deborah Roberts is Managing Director of the Fowler Financial Group. She oversees the daily business & financial operations of the office and is diverse in helping clients with their needs.  She is a Licensed Agent for Life and Health insurance and has over 30 years' experience in the insurance industry plus with The Fowler Financial Group.  She is the past President of the National Association of Insurance & Financial Advisors Eastside.  She presided on the board of NAIFA Eastside for over 14 years holding different board positions while serving the greater Bellevue area.


Deborah A Roberts is not registered with Woodbury Financial Services, Inc.