Series 65 Advisory Registration†
The banking industry is where Tom first rose to prominence as an innovative and creative presence at high-profile institutions. He established and managed a bank trust department before making the transition into wealth management. Ultimately, he and his partners co-founded their own successful capital management firm. Tom brings the same forward-thinking, original approach to his work as a Senior Vice President, Financial Advisor at Wealth Enhancement Group. Tom joined Wealth Enhancement Group in 2021 through the Oakwood Capital Management acquisition.
When he shares his experience and insight with other advisors, the goal is always to provide exceptional plans, advice and reviews to assist clients in achieving their long-term wealth management goals.
Tom and his wife, Barbara, have been married for over 40 years and have three children. Besides spending time with his family, Tom enjoys the lifelong pursuit of learning and has always been interested in automobiles, golf and travel.
- BS, University of Utah
- MBA, University of Utah
- Pacific Coast Banking School, University of Washington
Tom serves clients at our Los Angeles, CA office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.