Tom is our firm’s OneLife Planning advisor. He trained for this function through the Kinder Institute Of Life Planning which awarded Tom the Registered Life Planner designation. Through the Heritage Institute, an organization that is nationally recognized for its "family before fortune" approach to financial planning, Tom was granted the Certified Wealth Consultant designation. Tom also conducts employee education for 401(k) plan participants through group and individual meetings.

Tom was the women’s tennis coach at the University of Oregon from 1988 to 1994 and has been a USPTA tennis professional for 23 years. Prior to joining Roehl & Sittner in 2005, Tom owned and operated Willow Creek Racquet Club. He received a Bachelor of Arts in Telecommunications from the University of Oregon in 1981.

© 2008 Roehl & Sittner Investment Advisors, LLC