After graduating from Virginia Tech with a degree in Electrical Engineering, Tom spent his early career in technical product management, business development, and managing lines of business. While this provided an excellent opportunity to use his problem-solving skills and strategic focus but lacked personal impact. This led him to make a career change to financial services and to become a Certified Financial Planner(CFP®) to help individuals lead better financial lives.

An advantage to becoming a CFP® later in his career is that Tom and his wife have sat in the client seat of other advisors. This provided a unique perspective that helps him empathize with client needs, challenges, and goals. It also led Tom to focus on helping people find financial balance. This “Enjoy today, plan for tomorrow” mindset requires a holistic approach and expertise in financial life planning. Tom’s ability to communicate complex planning topics simply and clearly fosters open discussion and encourages client questions. Tom is always looking for new and innovative ways to positively impact clients’ lives.

Tom is a happily married father of two. He enjoys spending time in the outdoors and trying to keep up with his wife at Crossfit. When he has time to relax, you can find him on the patio with a bourbon, cigar, and a good book.