Wealth Manager, RJFS
Tom has helped clients steadily pursue their retirement and investment goals for more than 26 years - including years that saw unprecedented changes to our economy. Being a numbers focused person, Tom enjoys helping clients clarify their goals in order to improve their investment strategies.
Prior to joining Confluence Financial Partners in 2015, Tom was a First Vice President - Investment Officer at Wells Fargo Advisors, LLC, formerly Wachovia Securities. Tom began his career in the financial services industry at A.G. Edwards & Sons in 1989.
Tom was born in Albion, Pennsylvania, but has also lived in Ohio. He is a graduate of The Ohio State University where he earned his bachelor’s degree, and a graduate of The University of Dayton where he earned his MBA. Tom also holds a Certificate in Management Accounting from the National Association of Accountants.
Tom and his wife, Julie, have five children and live in Upper St. Clair. Tom serves on the board of the Allegheny Land Trust and also serves on the Upper St. Clair Parks and Recreation Advisory Board.