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Thomas J. Fanning, Sr.


Mr. Fanning, founder and Co-Managing Partner of Heritage Strategies LLC, is widely recognized as a leading expert in the field of estate and business continuity planning bringing over 30 years experience to the position. Mr. Fanning is also Co-Managing Parnter of Heritage Solutions LLC and F&F; Ventures LLC. Mr. Fanning, a 1978 Fairfield University graduate and certified estate planner, began his career within the I.F.D. division of CIGNA, a $60 billion financial services leader.

Recognizing that his high net worth clientele desired more sophisticated and focused estate planning, Mr. Fanning partnered with two former CIGNA colleagues in 1990 and established one of the top national life insurance brokerage firms in the country representing some of America's most prominent families. In 2002, Mr. Fanning's former partnership was acquired by National Financial Partners, a NYSE listed company, where he remained as President until reacquiring his practice and establishing Heritage Strategies in 2009.

Mr. Fanning lectures extensively for major corporations, insurance companies, and prominent accounting and law firms on such topics as the implementation of sophisticated estate planning structures and strategic business planning techniques. Mr. Fanning also is Founder and Board Member for Gold Coast Bank (www.goldcoastbank-ny.com) and Chair of the Charles F. Dolan School of Business Advisory Council at Fairfield University (www.fairfield.edu). In addition, he has long been devoted to philanthropic endeavors, currently serving as Vice Chairman of the Foundation Board of St. Francis Hospital (SFH) and member of the Chairman's Committee for SCO Family of Services (SCO) and Advisory Board of White Oak Partners.