Thom has more than thirty years of experience in the financial services industry. His primary focus is providing asset management services to families and small businesses through careful, comprehensive, and personal planning.
Thom has completed the distinctive three year program for investment executives at the Wharton School of Business, University of Pennsylvania. Thom is also a Certified Investment Management Consultant (CIMC), and a Certified Wealth Management Specialist (WMS).
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.