Tom joined Raymond James Financial Services in February of 2009 after serving as a Financial Advisor at another large Wall Street Financial Services Firm since March of 2000. Prior to joining the financial services industry, Tom worked with a small local business within the Federal Way community and he served as a human resources administrator with another company. As a Past President of the Kiwanis Club of Federal Way, he is actively engaged in community service within South King County.
As a committed believer in professional education, Tom has earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards Inc. in Washington D.C. Additionally, Tom has earned the Chartered Life Underwriter™ and the Chartered Financial Consultant™ professional designations from The American College in Bryn Mawr, Pennsylvania. He also holds a Bachelor of Arts degree in History from the University of Puget Sound in Tacoma, Washington.
Professionally, Tom helps disciplined people who know enough about their finances to know they do not want to do it themselves. Typically, these people are serious about accumulating assets for retirement; worried about running out of assets while retired or concerned that their assets might not effectively transfer to their favorite charities or loved ones upon passing away. Through the resources available to him at Raymond James and in cooperation with other professionals, he can provide appropriate strategies and solutions designed to address your asset accumulation, distribution and transfer needs.
Securities Licensed in: AL, AZ, AR, CA, CO, MN, MS, NV, OK, OR, TX, VA, WA
Insurance Licensed in: AR, CA, MS, TX, WA
CA Insurance License #0F77913
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.