As a former therapist turned financial advisor, I know all too well that life is always changing and
evolving. But if there’s one thing that has remained constant throughout my life, it’s passion and
deep-rooted desire to help people.
During my college years, I studied political science with a focus on Middle Eastern studies.
Although challenging and interesting, I couldn’t find a satisfying use in the field. I opted instead
for a career in mental health, receiving my master’s degree in social work at the University of
Texas, Arlington, where I would meet my wife, Nancy, an attorney who works with children and
families. From there, I would spend the next two decades as a therapist, specializing in solution-
focused techniques. While I loved my career, I realized that I could use my ability to help people
navigate life changes in a new way — financially.
Transitioning from Therapy to Financial Planning
Finances have the incredible ability to cause immense stress and pressure on a family,
particularly when they experience life changes, be it a marriage, divorce, job loss, new job,
transition into retirement, or other situation. And during these times of extreme stress, people
are forced to make financial decisions that may impact them the rest of their life.
I became a CERTIFIED FINANCIAL PLANNER™ professional to combine my solution-focused
therapy techniques with my ability to provide comprehensive financial planning and enhance
their financial peace of mind. I want to assist them in making informed choices and avoiding
impulsive mistakes. To accomplish this, I guide them in overcoming the behavioral and thinking
challenges that lead to poor decisions and use a proven process to help them draw on their
inner resources to implement effective solutions.
Based on my background in therapy, I specialize in significant life transitions that involve
money, no matter what stage of life a client is in. I believe that comprehensive and proactive
financial planning can make financial transitions less stressful, more productive, and even
enjoyable. And when combined with education and the right information, people’s opportunities
My Financial Planning Practice Today
With more than a decade of working as a financial advisor, I can’t imagine another career better
suited to or more aligned with my passions and skills. There’s nothing more fulfilling than seeing
a client turn to me during difficult times and being able to help them navigate the hurdles and
create a solution that guides them toward their desired destination. I like to tell my clients that
I’m not just their advisor, but I’m also a reliable thinking partner for negotiating major decisions.
If you’re experiencing a challenge or transition in life, I would be happy to meet with you and
discuss how I may be able to assist you. I like to start every relationship with a complimentary,
no-pressure, and no-commitment meeting where we can get to know me better, I can learn
more about your situation, and we can together decide if we are a good fit for one another.
Tom Chancellor is a Certified Financial Planner Professional helping clients enhance their financial peace of mind. Tom spent 20 years as a marriage and family therapist and now incorporates resources from psychology, communications, and relationship studies in financial planning for people who experience life-changing events. Tom helps his clients and other financial professionals respond to life transitions such as divorce, death of a spouse, retirement, receipt of an inheritance and legal settlements. Contact Tom with questions at firstname.lastname@example.org.
Securities offered through Comprehensive Asset Management and Servicing, Inc. (“CAMAS”), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054,1-800-637-3211. Member FINRA/SIPC. Teak Tree Capital Management, LLC, is independent of CAMAS.