About

The McDowell Financial Group, Left to Right: Samantha, Tom, Karen, Sandy

Discover the McDowell Financial Group Competitive Advantage

At McDowell Financial Group we strive to maintain a competitive edge for each individual scenario. With access to many well-known and established insurance and financial institutions, we create an aggressive environment which helps to ensure our ability to obtain the most suitable strategies for our client’s needs. This flexibility allows us to customize each situation to fit the unique needs of our clients. With a variety of financial tools, we are able to provide personalized professional advice in the areas of wealth management, estate planning strategies and business succession planning. Over the years McDowell Financial Group has developed relationships with our clients and their advisors based on honesty, professionalism, impartial guidance and industry knowledge.

As a Member Firm of M Financial Group, our clients have exclusive access to proprietary insurance products that are unavailable through traditional channels. McDowell Financial Group is the only M Member Firm in the Dakotas.

About Tom McDowell

Tom’s practice is focused on estate and business succession planning strategies for successful individuals and their families. His advice includes the structuring of insurance portfolios that allow for the passing of wealth to multiple generations in a tax efficient manner. Trusted relationships with clients and their advisors is the key to Tom’s success, and he takes pride in delivering the best possible service. This has not only enabled Tom to work with individuals across the U.S., but also has allowed him to develop an expertise in working with foreign nationals around the globe.

To achieve this exceptional level of service, Tom belongs to some of the industry’s most prestigious organizations including The Association for Advance Life Underwriting (AALU), Million Dollar Round Table (MDRT), Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors. Tom’s experience includes being a former practicing CPA as well as over 30 years in the insurance industry.

When he’s not working, Tom and his wife, Susan, keep very busy with their three active children. Tom also is very involved in the community. He currently is chairman of the board of the Sioux Falls Area Community Foundation, sits on the Avera Foundation board, is an active member and former president of the Downtown Rotary Club, and volunteers his time with many other community organizations.

Meet the Team

Sandy Klatt
Operations Manager
Karen Andrisen
Office Manager