About Tom

Tom completed his undergraduate work at the University of Arizona, receiving a Bachelor of Fine Arts. He began his financial career in 1998 as a life insurance broker, and shortly thereafter added property and casualty lines followed by general securities.

Tom holds several professional designations, including CERTIFIED FINANCIAL PLANNER ™ (CFP ®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is active in his community and is a member of the Estate Planning Council of Greater St. Louis and the Society of Financial Service Professionals.

Tom firmly believes in a collaborative approach to financial planning. To get the best possible results, all oars need to be rowing in the same direction.

To stay on top of his field and develop his professional skills, Tom regularly attends industry training and certification programs and is often a featured speaker at these events. He has served as an expert witness in court cases regarding financial matters.

In his spare time, Tom enjoys woodworking, playing squash and fine cigars.