Meet your financial specialists.
Tom joined SWP in 2012 after earning his MBA, with concentrations in Investment Management and Finance, from DePaul University’s Kellstadt Graduate School of Business. He spent the first six-plus years of his career in client service – providing marketing and consulting advice to well-known pharmaceutical companies. Ultimately, Tom’s interest in the financial markets and passion for helping people led him to become a Wealth Advisor.
Tom welcomes the challenge of simplifying the complexities of investing with the goal of guiding clients to develop a long-term plan and feel confident about their future. He prides himself on building relationships with clients based on accessibility, accountability, and his fiduciary responsibility to always act in each client’s best interest.
Motivated by an appreciation for education, Tom seeks to provide his clients evolved thinking in an ever-changing investment world. He earned the Certified Investment Management Analyst® (CIMA®) certification through the Investments & Wealth Institute and the education program at The University of Chicago Booth School of Business.
Away from the office, Tom enjoys spending time with his family (wife, three daughters, and son) and trying to improve his game as a scratch golfer.
MBA in Investment Management and Finance, DePaul University’s Kellstadt Graduate School of Business
BA in Business and Marketing, Carthage College
Certified Investment Management Analyst®
Leadership & Community
Board of Directors and Treasurer, The Sommer Foundation
CIMA® Professional Member, Investments & Wealth Institute
Midwest Chapter Executive Committee, Alliance of Merger & Acquisition Advisors®