Tom has more than 35 years-experience in the financial services industry. He received his bachelor’s degree from Bowling Green State University. He holds a Series 7 and 63 securities license as well as his Ohio Life and Health Insurance licenses. Prior to becoming a financial advisor in 1999, Tom served in the capacity of trustee, paying agent and escrow agent for the Corporate Trust Companies of 3 major banks.
As a veteran financial advisor, Tom has participated in the best and worst the economy can offer. He has the knowledge, skill and experience to lead with vision and clarity through all types of markets. Tom works with individuals and business owners to develop solutions to each unique financial situation. He spends time with each client to help build a future based on their individual situations, including wants, needs and dreams. His process of understanding, designing, implementing and reviewing each plan helps his clients have the vision and confidence to enjoy life and retirement. Tom also works in coordination with client’s other professionals, such as attorneys and accountants.
Tom was born in Columbus, Ohio and moved to Lancaster, Ohio at the age of 6, where he grew up and raised his three children with his wife, Susan. Tom has enjoyed being involved in his community through the Lancaster Fairfield Chamber of Commerce and coaching children of various ages and sports.
Professional credentials
- Series 7 and 63 Securities Licenses
- Ohio Life and Health Insurance Licenses
Commitment to community
- Youth Sports Coach and Volunteer
Corporate bio
Peoples Bancorp Inc. ("Peoples") is a diversified financial services holding company that makes available a complete line of banking, trust and investment, insurance, premium financing and equipment leasing solutions through its subsidiaries. Peoples is a publicly traded company (Nasdaq symbol: PEBO).
Headquartered in Marietta, Ohio, since 1902, Peoples serves customers across Ohio, West Virginia, Kentucky, Virginia, Washington D.C., and Maryland. Guided by our vision to be the Best Community Bank in America, we currently manage over *$3.7 billion in assets under administration and management, including brokerage, trust and retirement.
*As of 5/31/2025