As a Wealth Advisor, Tom draws on more than two decades of experience and a genuine commitment to his clients to translate complex financial challenges into clear, actionable strategies. His client-centric approach to financial planning is grounded in careful listening. He takes the time to understand each client’s goals, family history, and individual circumstances before building their customized plan. In close collaboration with the team, he continually refines those strategies as client priorities shift, markets evolve, and the regulatory environment changes. 

Tom has long held the belief that financial planning is about far more than numbers—it is about the people and the dreams behind them. He finds deep motivation in helping clients build the confidence and clarity to live the lives they have always envisioned. He earned a Master of Science in Finance from the University of Tampa and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. 

Tom lives in Tampa, Florida, where he enjoys spending time on the water with his family and gives back to the community through his volunteer work with Feeding Tampa Bay. He is also an avid sports enthusiast.