Tom has helped clients achieve their financial goals since 1992 when he began his career at Piper Jaffray. Helping people is his passion, not just his job. In 1999, he completed a very extensive curriculum program to earn the Certified Investment Management Analyst® designation. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing advice and guidance to individual and institutional investors.
Tom also completed a very extensive education program to earn the Certified Private Wealth Advisor® certification. CPWA® is an advanced professional certification for financial advisors who serve high-networth investors. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients. As of April 2021, Tom is one of 41 financial advisors in Minnesota to have obtained this certification.
To enhance his business offering, Tom passed the Series 7, 9, 10, 63 and 66 securities exams. As a life-long Twin Cities resident, Tom attended the University of Minnesota where he obtained a Bachelor of Science degree in economics with a minor in statistics. He lives in Medina with his wife, Kelleigh, and their black lab Walter. They have two adult children, Andrew and Ellie, who live in the area. Tom actively supports his community through many years as a youth basketball and baseball coach, and involvement with other sporting teams. He is an avid reader and enjoys golfing, fishing and hunting.