Tom is a Charlotte native and received a BS in Accounting from UNCC in 1989 and obtained his CPA license in 1991. Initially working as an Auditor for Deloitte and then as a tax and accounting professional in his families local CPA firm. In year 2000, he became a licensed financial advisor to better serve his clients’ needs. He currently represents Cambridge Investment Research Inc. as an Investment Adviser Representative, and is also licensed to offer Life, Health and Long-Term Care Insurance.

Tom believes clients need goal-based, comprehensive financial planning to create a blueprint for their financial lives. Tom serves as a trusted advisor for his clients, bringing them peace of mind through communication, technology and expertise. Money is important in different ways to different people, so Tom ensures the planning process is very personal and long-term in nature. Tom knows that working alongside clients to create, implement and adjust their unique plan is the best way to achieve a measurable positive impact.

Tom lives with his amazing wife Kelly and they have three adult boys that are their pride and joy. They share an abiding faith in Jesus Christ and strive to make Him first in their lives. Tom’s hobbies include gym workouts of all kinds, rooting for Charlotte FC, fine dining, and travel.