Since 1986, Tom has been helping investors like you through the process of obtaining financial independence so that they can focus on the most important things in life.

With the insight and industry knowledge that comes with over 36 years in the business, Tom provides his clients the information they need to choose suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth management and more.

Tom is originally from the Midwest and is a graduate of the University of Iowa, where he earned his degree in Business and Economics. He and his wife of 27 years, Sarah, moved to Atlanta in 1985, where they've raised their two children, Thomas Il (23) and Anna (21).