Tom is a Wealth Advisor who meets retirement dream seekers to co-navigate a path toward their fully realized wealth landscape. He directs paths related to account and strategy management, trust and legacy planning, income and protection products, and trusted partnerships with legal and tax professionals.  

Tom believes, like Steven Covey, that to “Begin with the end in mind” is the only way to reach that ever-moving horizon. Tom believes you can attain your desired outcome through a narrow and consistent pursuit of knowledge applied to action.   

In the past, Tom has served his community on the Board of Directors for the Central Florida Boy Scouts and the Saint Cloud Little League.  

Tom graduated from the University of Florida, receiving his Bachelor of Science degree and a Minor in Marketing Business and Sales. He also graduated from Rollins Crummer Graduate School of Business with his MBA in Finance and Entrepreneurship. 

Tom is a proud Florida Gator, husband, and father of five.