Tom began his career in the financial services industry more than 35 years ago. In 1987, Tom joined Raymond James’ independent advisor division, a move that created lasting ties with a firm that puts client needs and goals first and foremost. His “service first” spirit has served him well in creating long-term relationships with his clients as he works to provide solutions and opportunities. A member of the Raymond James Executive Council, * Tom splits his time between financial advisor and as branch manager of the Colorado Springs Cascade office as well as offices in Aspen, Littleton and Pueblo.
Tom began his career in the financial services industry more than 30 years ago after a 12-year stint with the old International Harvester Co. An opportunity to join E.F. Hutton & Co. in 1982 was the perfect chance to relocate the family to beautiful Colorado Springs.
Investing is a very personal and unique experience for each individual, and it is Tom’s intent to help clients identify goals through the basic precepts of financial planning and then help find a management style that suits them. Tom, an Accredited Asset Management Specialist (AAMS®), uses a tactical approach to keep clients invested in those asset classes that reflect opportunity in an ever-changing global marketplace. The process of asset allocation encourages organization of one’s investments while taking into account financial needs, risk tolerance, and external factors such as inflation, taxes, interest rates and the current economy.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Diversification and asset allocation do not ensure a profit or protect against a loss.
“What I’ve learned over the years is that time is a precious resource, so it’s best to get things right the first try.”