What does Tom do?
Tom is the founder and visionary behind our firm—a steady hand and calming presence for both clients and team members. With over 40 years of academic and life experience, he leads, educates, and empowers clients to make thoughtful financial decisions throughout their life journey. Known for his sense of humor, Tom jokingly refers to himself as the office “eye candy,” with his distinguished grey hair offering a sense of confidence and reassurance to clients.
One of Tom’s focuses based on his life experience is helping clients recognize the true value of their wealth—not just in numbers, but in the memories it can create. He encourages clients to spend intentionally on experiences that bring joy, deepen relationships, and make life richer, reminding them that the best returns often come from time well spent with loved ones.
In addition to his client work, Tom is a dedicated mentor to our younger advisors and team members, sharing his wisdom and experience to help shape the next generation of professionals. He leads both our Investment Committee and leadership team, guiding strategic decisions and driving our long-term vision with clarity and purpose.
Did you know?
Tom and his wife, Sonya, have been married for over 40 years and have six adult children and three grandchildren (for now…they are hoping for more!) Tom’s favorite hobby is whatever his kids and grandkids are doing.
Credentials
- 45+ years of experience as a financial advisor
- Multiple professional designations, awards, honors, and distinctions
- Passed Series 6, 7, 66, 63, 24, 53, and 26 examinations
- BA in Finance and Accounting from UA
*CLU issued by The American College of Financial Services, CHFC issued by The American College of Financial Services