An Accredited Investment Fiduciary with over 20 years in the financial services industry, Tom focuses on helping businesses and non-profit organizations of all sizes to create the best retirement plans for their employees.
Working with owners, boards of directors, executives and HR advisers/professionals, Tom’s goal is to provide the best, most cost effective retirement plan solution for your organization.
Tom has been an active member of the community, serving on the Board of Directors for the Rotary Club of Denver, as well as the Renewable Energy Initiative Committee and Cultural Business Alliance of the South Metro Chamber of Commerce. He has lived in the Denver community for over 15 years with his wife and 2 children. He is a wine and food aficionado and horse enthusiast. Tom is a graduate from West Virginia University with a degree in Finance.
He started his career with AG Edwards, working with individual clients to develop a roadmap to retirement. Tom joined American Portfolios in 2006 where he worked with individuals in Private Wealth Management. Now, at Work Plan Retire, Tom partners with employers to make sure their employees have a successful retirement.
Tom is a Registered Investment Advisor (RIA), an Accredited Investment Fiduciary (AIF), and has won the Five Star Professional Wealth Manager Award 5 years in a row.