Our Team

What does Tom do?

Tom is the founder and visionary of the office—the steady hand and calming voice of the team. He leads, educates, and guides clients to make smart financial decisions. He brings over 40 years of academic and life experience to the table as he counsels clients on their life journey. He also mentors our younger financial advisors and team members.

Did you know?

Tom and his wife, Sonya, have been married for over 35 years and have six adult children and two grandchildren (for now…they are hoping for more!) Tom’s favorite hobby is whatever his kids and grandkids are doing.

Credentials

• 40 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