Tom Lobaugh serves as an Executive Benefits Consultant for SageView Advisory Group, focusing on Executive Compensation and Benefits including Non-Qualified Pension Plans, Deferred Compensation Arrangements, Supplementary Executive Retirement Plans (SERPs), Executive Compensation Insurance (ECI), Business and Personal Financial and Estate Planning and Corporate Owned Life Insurance.
Prior to joining SageView, Tom spent 21 years at Willis, where he led the Executive Benefits Practice. Tom’s retirement plan services industry career has spanned more than 41 years, including work as Sales Manager, Agency Manager and Financial Planning Specialist for a major insurance company for the twelve year period immediately prior to joining Willis.
Tom holds a Bachelor of Arts Degree in Business Administration from Thiel College and Johns Hopkins University. He has attained both Chartered Life Underwriter and Chartered Financial Consultant designations and is a member of The Willis Exceptional Producer’s Council. A Qualifying Member of the Million Dollar Round Table*, Tom has attained Court of the Table and Top of the Table status within that organization.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.