Originally from Indiana, Tom has been a Florida resident since 1991.
As the founder of the Family Wealth Planning Group, Tom’s greatest accomplishment and passion is partnering with clients as their Family Trusted Advisor.
He began his career with State Farm before joining Merrill Lynch in 2000. To gain greater independence and more effectively develop a platform to serve the client families multi generational needs, Tom chose to join Raymond James in 2003.
After graduating from Anderson University, Tom obtained his Chartered Life Underwriters (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in 1996. He is actively involved in the Estate Planning Council of Naples, Inc. as well as the Greater Naples Area Planned Giving Council. In 2014, he also participated in the Preparing Heirs Institute in Malibu , California and was recognized by Investment News for his organizations commitment to their NextGen services with the Great Wealth Transfer.
Tom is recognized for his leadership roles within Raymond James Financial including the development of other advisors on a local and national level within the firm.
Tom and his wife Lorena live in Naples with their two boys and their adorable golden doodle.