Who We Are
Tom's approach to financial planning is a little different. Instead of initially focusing on the how, he first wants to focus on the who – you. By discovering your motivations, desires and goals, Tom provides highly customized financial guidance.
For 17 years, Tom has developed close relationships with his clients. He prefers personal meeting spaces, such as homes or coffee shops, and loves spending time getting to know you. Only once you're ready to take the first step, Tom walks you through the how.