Tom Burmeister

VP, Strategic Product Solutions at Conquest Planning

Speaker

Tom is VP, Strategic Product Solutions at Conquest Planning, where he sits at the crossroads of both product and go-to-market functions. When he's not shaping what's next for the platform, he's out telling the industry why it matters. With over a decade in financial advice technology, Tom has a track record of translating complex planning capabilities into compelling stories for advisors, enterprises, and the industry at large. Underlying it all is a conviction that AI and empathy can (and should) coexist in advice tech.