A principal and co-founder, Tom imparts vision and tactical guidance to the firm, oversees internal operations and leads our strategic planning team. He has more than 26 years of investment and financial planning experience and continues to provide these services working directly with clients.

Tom earned a Bachelor of Arts in Business Administration from the University of Washington and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a past member of the Walnut Street Securities Advisory Board, the Board of Directors of the Oregon Society of Certified Financial Planners and the Board of Directors of the Eugene Estate Planning Council.