Skip to main content

 Fiduciary First Advisors

 Fiduciary First Advisors

  • Home 
    • Individuals and Families
    • Mutual Insurance Companies
  • Fiduciary Advantage 
    • Our Team
  • Client Resources 
    • Blog
    • Articles
    • Document Library
    • Client Forms
    • Affiliations
    • Webinars & Videos
    • Website Affiliates
  • Vigil Trust 
    • Trustee Services
    • Vigil Advantage
  • Contact
  • Form CRS

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. Fiduciary Advantage
  3. Our Team

Our Team

Photo of team member

Thomas W. Batterman, JD, CTFA

Principal

715-848-8110 ext.302
1-800-950-8110 ext.302
tbatterman@yourfiduciaries.com

Tom Batterman, founder of the predecessor to Vigil Trust & Financial Advocacy and of Fiduciary First Advisors is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options.

Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Fiduciary First Advisors  is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Fiduciary First Advisors does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors.

Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses.

A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling, and spending time with his family.

 

Our response to a summer intern’s erroneous online report

Photo of team member

Greg Geiger

Business Development Director

715-848-8110 ext.310
1-800-950-8110 ext.310
ggeiger@yourfiduciaries.com

Greg Geiger establishes consultative sales relationships and partnerships and executes promotional programs with customers of Fiduciary First Advisors. He is an energetic, customer-oriented professional with excellent interpersonal and relationship building skills. After nearly two decades of experience in the pharmaceutical industry, Greg carried over his business development and marketing talents to the financial services industry when he joined Fiduciary First Advisors in 2012. Greg received a Bachelor of Business Administration degree, majoring in marketing, from the University of Wisconsin-Eau Claire. When not in the office, Greg enjoys cross country skiing, golf, traveling, camping and simply spending quality time with his family.

Fiduciary Advantage

  • Our Team

Latest Blog

Feed Widget

View Older Blog Posts

Online Account Access

Newsletter Sign Up

Schedule a call

501 3rd Street
Wausau, Wisconsin
54403 United States

Form Part 2A ADV 

  •  Tel: (715) 848-8110
  •  Toll Free: (800) 950-8110
  •  Fax: (715) 848-2648
  •  ggeiger@yourfiduciaries.com
  •  
  •  
  •  
  •  
  • Legal, privacy, copyright and trademark information
  • Notices

© 2025 Fiduciary First Advisors. All rights reserved.

Website Design For Financial Services Professionals