Tom’s approach to financial advisory is simple but powerful. 1) Discover and understand the client partner’s unique financial goals and needs. 2) Act as partner and advocate in realizing these goals and determining how to navigate market dynamics for optimal outcomes. 3) Deliver world-class service with every interaction and earn genuine trust with each client with measurable performance.
“It’s exciting to see a client partner walk out of a financial meeting with a genuine sense of security and optimism about their future,” he says. “Helping them develop, maintain, and understand a clear roadmap to the lifestyle they want for themselves and their families is why I work in this business.”
From the first meetings that determine unique needs and priorities, to designing the custom financial strategies and building complementary investment portfolios, Tom’s seeks to find the best answer to each client’s most important question: “How do I get there from here?"
Tom resides in Northern Virginia with his wife and six-year-old daughter. He is a FINRA Series 7, 63, and 65 licensed Financial Advisor and received his bachelor’s degree from Liberty University.
When he’s not helping clients, he enjoys chasing his daughter around the house, catching as many Broadway musicals as he can, and cheering on Washington’s sports teams.