Thomas Ogle, Jr. CLU®, CRPC®, CLTC, RFC, CSA, CBC

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Account Executive

Direct Phone: 443-798-7457
Toll Free: 800.677.7887

Professional Background

Tom Ogle specializes in wealth management and employee benefits.

He has more than 41 years of experience in the financial services industry.  He has earned a wide array of designations throughout his career, including Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), Certified in Long-Term Care (CLTC), Registered Financial Consultant (RFC), Certified Senior Advisor (CSA), and Certified Benefit Consultant (CBC).

Tom came to us in 2000, while serving as the majority owner of an affiliate, PCA/Ogle Financial Services, LLC and PCA/Ogle Insurance Services, LLC.  He has also been an agent with CIGNA and Mass Mutual, emphasizing employee benefits, life insurance, annuities, and retirement plans.


Tom is a graduate of Towson University.

Business/Customer Service Philosophy

“To treat the customer in the same fashion as I would like to be treated myself, and to understand the customer as a unique individual.”