Senior Lead Planner
Since 2000 Thomas has been serving and advising individuals, families, and small-business owners on comprehensive financial planning and wealth management. Developing long-term and trusting relationships with his clients has resulted in helping them not only survive, but thrive during the challenging economic times as well as life transitions. Thomas’s comprehensive financial planning focuses on the following key areas: net worth and cash flow, investment management, tax minimization, retirement planning, college planning, insurance solutions, and wealth preservation.
He earned the CFP® (Certified Financial Planner) CLU® (Chartered Life Underwriter) and CMFC® (Chartered Mutual Fund Counselor) professional designations to provide knowledgeable advice to his clients to help them obtain financial security.
Specialties: Expertise in investments, financial planning, banking, and risk management.
Tom enjoys spending time outdoors with his family and travel.
Education: Metro State University Denver (BS)
"When you come to a fork in the road - take it." Yogi Berra
Get to know Thomas
Heli tour in Hawaii with family
Colorado camping with sons
Nice catch on the San Juan
Exploring The Hague with friends
Where's your favorite place in the world?
What's the best meal you've ever had?
Enchiladas in Taos NM
If you could visit anywhere in the world you've never been, where would you go?
Safari in Africa
What is your favorite family tradition?
Thursday night pizza