Tom brings 30 years of experience guiding local businesses, professionals, individuals, and families through their financial planning needs.
Tom is a leading advisor and has earned several licenses through the Financial Industry Regulatory Authority:
- General Securities Representative
- General Securities Sales Supervisor
- Futures Managed Funds
- Uniform Investment Advisor
- Insurance License (Life and Annuities)
As a financial advisor, Tom uses his expertise and professional investment knowledge to help his clients address their financial goals.
Tom spent several years working in the banking industry where he built a practice based on a foundation of personalized investment services. His move into financial planning was driven by the opportunity to create customized long-term investment plans for his clients. He is passionate about combining clients’ goals with appropriate financial strategies while maintaining a balance between living for today and planning for tomorrow.
Motivated by the understanding that strong communities nourish strong individuals, Tom volunteers with and supports the work of Snohomish County Court Appointed Special Advocates (CASA). The CASA organization helps to empower and give voice to children who have experienced abuse and neglect. Tom’s experiences with the children, families, and communities in the local region have given him valuable insights that he brings to financial and retirement planning.
Born and raised in Everett, Washington, Tom enjoys the beautiful natural surroundings of the Pacific Northwest. When not at work, you will find Tom with his wife, children, and grandson on Whidbey Island, watching Seattle sports, woodworking, or playing golf.
Snohomish County Court Appointed Special Advocates (CASA) and LPL Financial are separate entities.