Meet Tom


As a Private Wealth Advisor, Tom uses his vast professional experience and education to create highly customized plans for clients based on their unique goals. Tom is a fiduciary advisor, always considering what is in the best interest of the client over anything else.

A graduate of Eastern Illinois University with a bachelor’s degree in economics with an emphasis in statistics, Tom’s career in finance began in 1994.

Outside of work, Tom enjoys spending time with his wife Samantha and their two children. Together, they spend time traveling and exploring the never-ending sites of Arizona and the surrounding states. Tom has always had a great appreciation for classic automobiles and the required maintenance to keep them running. He appreciates living near the Scottsdale Barrett Jackson car show because he has had the benefit of attending this event every year.