The best advisors make the job of being a business owner easier and Tom is just that advisor. He always comes to the table with creative solutions to help clients improve their financial position and the information necessary to make informed decisions for today and the future.
Tom received the designation of Certified Financial Planner (CFP®) by the Certified Financial Planning Board in 2025. To obtain this designation, one must demonstrate experience in personal financial planning activities and complete a comprehensive examination that tests risk management, investment, retirement, estate and personal income tax planning knowledge. It is this dedication along with his well-rounded 15 years of knowledge that allows him to help his clients achieve positive outcomes as a result of successful planning.
When not at work, Tom enjoys spending time with his family and two children.
PROFESSIONAL ASSOCIATIONS:
EDUCATION:
- Bachelor of Science in Accounting and Information Systems, Virginia Tech in Blacksburg, Virginia
- Masters of Taxation, Virginia Tech