Tom is originally from the Seattle area, where his family owned several car dealerships for over 55 years. Having been raised in an entrepreneurial family, Tom learned early on the importance of having a strong work ethic, dedication, and the ability to manage finances. His background and unwavering commitment as a Wealth Manager carry over into the way he caters to his clients and oversees all facets of their financial lives.
Tom specializes in working primarily with affluent families, private foundations and endowments, privately owned businesses, entertainers and attorneys. Tom focuses on helping his clients protect and grow their assets, and address the complexities that come with having wealth. By delivering customized guidance and support, Tom and his team are well-equipped with the passion and experience to help you meet your long-term financial goals and weather the most volatile times.
Tom previously worked as an Associate Vice President at Steel Peak Wealth Management, and previously on teams at Merrill Lynch, Fisher Investments, and Morgan Stanley; specializing in working with high net worth individuals including C-Level Executives, celebrities, and athletes. Prior to entering the Wealth Management industry, Tom earned his Bachelor of Science in Business Administration with an emphasis in Entrepreneurship and Management from Chapman University in Orange, California.
Tom recognizes you and your family are not like any he has helped before. However, you may share many of the same questions, concerns, challenges and opportunities. Tom and his team look forward to learning more about you, and discussing how they can help protect what you have built and pursue your most important life goals.
Tom resides in Santa Rosa Valley, California with his wife, Sabrina, who is a founder of a non-profit that provides therapeutic animal-assisted programs for at risk youth and individuals with disabilities. Outside of work, Tom enjoys spending time with his family and their animals, skiing and snowboarding, traveling, and volunteering in the community.