Tom is a fully licensed investment advisor and is credentialed as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter(CLU) from The American College. Tom is also the published author of the article, “Proper Use of Insurance in Estate Planning”.
Tom has been committed to giving clients personal service and common-sense advice for over 35 years. An experienced professional in the financial services industry, he offers an uncommon depth of knowledge in critical areas of the financial landscape. He specializes in developing and implementing appropriate retirement and investment strategies in order to focus on capital preservation and wealth management.
Born and raised in Salt Lake City, Tom and his wife Susan have been happily married for 43 years. They are the parents of five children and 13 grandchildren.