Tom heads a team of financial professionals who combine their varied skills and years of experience to provide the comprehensive, personalized services to retirees and pre-retirees wishing to pursue their retirement dreams.
“We strive,” Tom says, “to prevent your portfolio from suffering unnecessary losses, protect your purchasing power against inflation, and provide income to supplement your long-term retirement goals. We emphasize personalized service because you are best served by a wealth-management plan customized for your unique needs.”
Tom is well-qualified to lead his team. A financial professional since 1996, he has the kind of in-depth knowledge that comes from over 19 years of experience. His credentials include a Master of Science in Financial Services (MSFS), Certified Funds Specialist (CFS®) and a Retirement Income Certified Professional (RICP®). He’s a well-rounded professional capable of assisting clients with virtually all their financial needs.
A native of Arizona, Tom serves the community through the children’s ministry of his church. He and his wife, married for 36 years, have two sons and one granddaughter. Tom’s leisure activities include golf, racquetball and now pickle-ball.