For more than 30 years Tom has been helping his clients achieve their financial objectives. As a financial planner his goal is to help his clients navigate the financial markets and avoid making costly mistakes.
Tom is a graduate of Long Beach State with a B.S. degree in Finance-Financial Management. He received his Juris Doctorate degree from Western State University. Tom is a Chartered Financial Consultant® and Chartered Life Underwriter® through the American College. He holds FINRA Series 7 & NASAA Series 63 licenses.
Tom and his wife Rosie reside in Grass Valley with their two labs, Cooper & Logan. Tom has 3 wonderful sons, his oldest is an electrical engineer, youngest a registered nurse, and his middle son Brandyn a financial planner and partner.