Tom works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. Additionally, he works with the firm’s Investment Strategy Group to construct portfolios for clients that are coordinated with their financial planning goals.
As a CPA, he is uniquely qualified to incorporate his tax knowledge in advising clients and their businesses in various aspects of their financial matters. Tom’s comprehensive knowledge of trust, estate and gift taxation allows him to provide clients with critical guidance related to their wealth transfer goals, whether they be family oriented, philanthropic oriented or both.
As a member of the executive management team, Tom serves as Chief Executive Officer for the firm.
Tom enjoys helping clients gain a better understanding of their financial situation, which in turn enables them to feel more secure about it.