Tom has been helping individuals, families and business owners manage their investments since 1990.
He graduated Cum Laude with a Bachelor of Science degree in Finance at California State University, Long Beach in 1989. In 2009, he earned his CFP® certification and has always adhered to the principles of providing services, in the client’s best interest.
His approach to working with clients is to learn all he can about them and the purpose of the funds they have entrusted to him. Investments are then selected to work towards their stated goals. Having been through several market cycles over his career, he then educates them as to what to expect going forward. As time progresses, monitoring and reallocation of investments are performed due to shifts in economic cycles and client life changing events.
Business services include all types of retirement plans (401K etc.) and insurance for buy/sell agreements.
Tom was recruited by Merrill Lynch right out of college and worked in their Newport Beach, CA office for seven years. He relocated to Oregon in 1997 and worked briefly for Prudential before joining US Bancorp Investments for five years. In 2004, he was recruited by Morgan Stanley and grew his practice with them for ten years. In 2014, he took his practice independent to LPL Financial and joined the group at Cross Financial Management.
Activities outside of work include hiking and golf. He has climbed most of the trails in the Columbia River Gorge and scaled Mt. St. Helens and Mt Hood. He has always been an avid golfer with two Holes-In-One.
Security licenses include Series 7, and 63. He is also a Registered Investment Advisor. Insurance licensed for life, health and variable products and a Notary in the State of Oregon.