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Tom joined CWWMG in 2012 with 15 years of experience in the wealth management industry. He has earned the Accredited Asset Management Specialist designation and received his CERTIFIED FINANCIAL PLANNER (CFP®) certification.
He has a bachelor’s degree in Business Administration and has been FINRA registered since 1997. He became a certified Behavioral Financial AdvisorTM, BFATM for short, as of July 2018. He is still a recovering accounting nerd, but his favorite part of the job is meeting and getting to know the clients.
Tom is an avid tennis player and generally plays doubles a couple of times a week. His friends claim he is a little slow on the court but when he was younger…he was slow then too. When he isn’t on the tennis court, he can be found spending time with his wife Patti, and their two dogs Scout and Daisy.
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