Thomas Sokira is a Managing Partner of Anthem Financial Services, an independent financial services firm, specializing in providing services for employer sponsored retirement plans including 401(k), 403(b) and profit sharing plans. He’s an accomplished investment services professional with over 24 years experience structuring investment and retirement product strategies.
Prior to becoming a partner at Anthem Financial Services, Tom was a Vice President at ADP Retirement Services where he led the Investment Services team for the ADP Access product. He was the lead member of the Investment Committee responsible for screening, selecting and monitoring investment options for $15 billion of retirement plan assets. His investment analysis impacted over 15,000 401(k) plans representing 600,000 participants. Prior to joining ADP, Mr. Sokira devoted 5 years to Morgan Stanley where he earned the title of Vice President Investment Services. He headed up all investment analysis initiatives for their $1.8 billion retirement services division.
Tom is an LPL Registered Representative with FINRA, and has earned his series 7 & 63 registrations held through LPL Financial and is an LPL Investment Advisory Representative. Tom is focused on applying his knowledge base to help retirement plan sponsors and individuals with their investments and strategic retirement income planning.