Tom has over fifteen years of experience in the Financial Services industry. He has a broad set of skills and a passion for helping his clients reach what is important to them in life. To do so, Tom has refined a process to deliver comprehensive, customized wealth management solutions for his portfolio of clients. Tom works in the San Francisco office, primarily serving affluent families, successful professionals, and technologists.
Tom coaches 7th grade basketball in San Francisco. He’s inspired by 7th graders tenacity to learn the finer points of the game and he takes pride in his positive influence on his players. Tom has seen firsthand the impact of rewarding hard effort, fostering a competitive spirit, and giving positive reinforcement.
A secret about Tom
Tom is an Irish citizen, so of course on his first trip to the Emerald Isle he visited Blarney Castle to kiss “The Stone” and receive the legendary Irish “gift of gab”. Tom has since revisited the Blarney Stone nine additional times – just for good measure.
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