Tom is an Accredited Investment Fiduciary® with knowledge in retirement plan consulting and helping clients assess their goals and risk tolerances in order to develop appropriate asset allocation strategies. Tom helps high-net-worth individuals and institutional clients navigate the turbulent ups and downs of the financial market.
Tom appreciates the importance of keeping up with the ever-changing financial landscape. He believes that there’s no crystal ball in the financial world, but there are ways to take a deeper view than what appears on the surface. He works hard to stay current by accumulating and assimilating information to keep his clients aware of new developments and expanded opportunities.
At Plaza, Tom is free to make independent choices that are in his clients’ best interest. He loves having the independence to go in whatever direction his clients and his team deem appropriate. He appreciates the ability to offer his clients a wealth of choices. He believes that understanding his clients’ situation is a key element of working successfully with them. He takes pride in providing a level of service that shows his personal commitment.
When not in the office, Tom enjoys saltwater and fly fishing and has past experience serving as a board member for Boy Hope/Girls Hope and the Des Peres Board of Adjustment, Planning and Zoning Committee.