Tom has been a Financial Advisor for over 30 years, starting his career with Dean Witter in California in 1976, opening the North Scottsdale office of Piper Jaffray in 1997 and then establishing Raymond James first office in Arizona in 2007. Tom and his team design custom investment strategies for successful individuals. He strongly believes in the importance of a solid relationship with his clients, with honesty and integrity as the foundation of those relationships.
Tom earned both his B.S. in architecture in 1970 and his M.S. in structural engineering in 1972 from the University of Wisconsin – Milwaukee. He is active in his community both politically and philanthropically having run for the U.S. Congress in 1986 and formerly serving on the Executive Board of the Boys & Girls Club of Metropolitan Phoenix. He resides in Paradise Valley, Arizona with his wife Julianne and his four children, Natalie, Christina, Tommy and Olivia.
Barron's award criteria included: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. On Wall Street rankings based on achievements with marketing strategies; recruiting, developing and retaining talented advisors; and providing superior client service.