As the Director of Wealth Management, Tom is focused on developing and continuously improving the firm’s advisory and financial planning services. He began working with high-net-worth investors back in 2006 at Morgan Stanley Smith Barney. Prior to joining SAM in 2017, Tom worked at BNY Mellon as a Relationship Manager, where he managed high-net-worth client and family office relationships.
Tom is a series 65 licensed Investment Advisor Representative and holds a BS in Business Management from San Jose State University. A San Francisco Bay Area native, he currently resides in San Jose, CA with his wife and 3 kids.