Thomas Shaughnessy, CLTC, is a new senior partner at OND Financial Solutions, said Stephen R. Frank.
“Tom has been in the financial services business for 17 years and has been a friend of ours for almost 10 years,” said Frank. “He and his family recently moved back to Tulsa from New Hampshire to join us. Tom and his wife Lisa both attended ORU and have family in Tulsa.”
Growing up in New Hampshire with a father and three uncles in the financial services business, Shaughnessy also chose to become an advisor. In the mid-1990s, Shaughnessy moved to Tulsa to attend Oral Roberts University and graduated with a bachelor of science degree in business management. He returned to New Hampshire to begin his career in financial services and has had a successful practice for nearly two decades.
“It was 10 years ago, Stephen Frank and I met at a business-related event,” Shaughnessy said. “We discovered we had alignment on faith, family and business style – and our families really connected as well.”
Now a decade later, Shaughnessy and his family decided to move to the Tulsa area to be closer to family and become a part of the OND team. “I’m excited to be back in Tulsa and represent OND,” Shaughnessy said. “I’m doing what I enjoy – getting to know clients and understanding what is truly important to them. My goal is to help clients achieve their financial goals.”
Shaughnessy adds his extensive experience to OND in the areas of comprehensive financial planning, investment solutions, risk management, corporate retirement plans, executive benefits and business continuation.
“Before I recommend a solution, I get to know my clients and understand what is truly important to them,” Shaughnessy said. “I place the clients’ needs above all others and support the OND culture of uncompromising integrity in every aspect of our business.”
Shaughnessy has been active on several boards, including the YMCA. “Growing up, I learned the importance of volunteering, and now I am teaching that to my children,” Tom says. “Volunteering is a natural part of our family’s life — giving back to the community is a priority for us.”