Farm and Small Business Succession Planning and Estate Equalization Concerns

Date: Tuesday, September 22, 2015
Time: 5:30pm - 7:00pm
Location: Marina Inn
Speaker: Thom Peterson

Thom Peterson

Professional Profile

Thom has been in the insurance and financial services industry for over 36 years. He began his career as an agent for a large mutual company where he designed and managed their in-agency brokerage operation. Thom joined SBG in 2003 as an Advanced Planner, working with financial advisors to design insurance solutions for challenges of wealth transfer, business succession, executive compensation, and estate planning.

Thom is an active member of the Society of Financial Service Professionals. When not working, Thom enjoys reading, fishing,and golf.


  • Minnesota State University, Mankato MNBachelor of Arts; History
  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC ®)
  • FINRA Series 6 and 63 Licenses

SBG, Inc.

4800 Olson Memorial Hwy., Ste. 100

Golden Valley, MN 55422


Direct:  763-404-7106

Fax:       763-404-8364

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