Tom has 14 years of specialized experience within the investment management arena. He began his career in the financial services industry with Merrill Lynch in 1996. He specialized in financial planning and was a Consults specialist creating portfolios for high net worth clients by utilizing the 67 top ranked national managers on their platform. While at Merrill Lynch he attained the firms’ designation of Certified Financial Manager.

In 2001, Tom accepted a Vice President position with a national money manager out of Woodside, California. Attaining the title of Senior Vice President, he worked exclusively with affluent clientele in the Los Angeles and Orange County areas of Southern California. Tom left in 2006 and briefly represented several national investment firms before accepting a position with a Baltimore based investment manager as Vice President of the Institutional Division for the San Francisco Bay area.

Before his finance and investment career Tom also flew in the US Navy for 8 years and is a highly decorated combat veteran of the first Persian Gulf War. He flew in 67 combat missions off of aircraft carriers and has 247 successful landings.

Tom earned his Bachelor’s of Science in Business Administration with an emphasis in Finance from Chapman University in Orange, CA.

He and his wife, Celene, reside in San Clemente California and have 2 daughters; Caitlyn and Anna.