Tailored wealth advice

Since 1990, Tom has devoted himself to the financial services industry, where he has been able to genuinely make a difference in the lives of his clients. His early experience as a business owner enables him to understand and anticipate his client’s needs for liquidity, growth, security and succession. As a parent, he has unique insight into his clients’ objectives and concerns when planning for everything from growing a family and paying for college to assisting aging parents and preparing for retirement. He has a unique ability to identify what is most important to his clients and help them proactively achieve it.

Tom’s client-focused approach to comprehensive wealth management includes asset allocation, equity and fixed income management, lending solutions and alternative investments. His past experience includes owning a registered broker/dealer firm, giving him unique insight into market trends and investment strategies.

Tom also believes strongly in the importance of giving back to our community and contributing to the betterment of others. He is currently a member of Leadership Pinellas and is actively involved with the Association of Corporate Growth and the American Cancer Society. Prior to this, he enjoyed serving on the boards of the Dunedin Fine Art Center and The Arc Tampa Bay, where he has served as Investment Committee Chairman. Tom has also served as a member of the Pinellas Estate Planning Council and the Advisory Council for the Morton Plant Foundation.

Originally from Glen Ellyn, IL, Tom graduated from the University of Kansas with a B.S. in economics. Tom and his wife, Joanna, have three children and two dogs. He likes to spend his free time on the water with his family or playing golf. They live in Indian Rocks Beach, FL.