As a CIMA® professional, Tom enjoys assisting individuals and families to make wise decisions about their investments so they can build and protect their wealth over time. He uses a consultative approach to create custom portfolios that seek to provide a consistent investment experience for his clients.
Tom has been a resident of Arizona for over 40 years and is a proud parent and grandparent many times over. He particularly loves taking walks with his wife Suzie and their two fur babies, Bogey and Guthrie. He has been an avid supporter of the McDowell Sonoran Conservancy, Brophy ice hockey, and Liberty Wildlife Phoenix. Outside of work, family time, and community involvement, he enjoys competitive hockey, golf, and De Marco’s Pizza.