Since 1988 Tom has specialized in assisting business owners, corporate executives, military veterans, and high net worth individuals create, preserve, and transfer their wealth. Tom designs innovative business continuity plans, asset protection plans, and tax favored wealth accumulation and transfer strategies.
He holds a Master’s Degree in Financial Services and has earned the following designations: Accredited Investment Fiduciary, Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner, Certified Financial Planner, Certified Family Business Specialist, Certified in Long Term Care, Certified Divorce Financial Analyst and Special Care Planner.
Tom is also a Licensed Insurance Counselor. He is a member of various industry organizations including the Financial Planning Association (FPA) and the National Association of Estate Planners and Councils (NAEPC).
He is a Dallas native and graduated from the United States Military Academy at West Point and then served five and a half years in the Military Intelligence Corps. He and his wife, Ciel, have been married more than forty years and have two children, Katharine and Thayer.
