Tom has over 40 years of experience in the financial services industry beginning in 1983. In 1986, he joined Dain Bosworth Incorporated, a predecessor firm to RBC Wealth Management, becoming the third-generation member of his family to be affiliated with the firm. Over the years, he has brought together a talented and experienced team of individuals to provide a full complement of wealth management services to his clients. These services include investment advisory and wealth accumulation strategies, liability protection and insurance design, college funding and retirement income planning, as well as wealth transition and estate planning review. In addition, Tom and his team can provide clients with access to lending platforms for both individual and corporate purposes. Tom graduated from the University of Colorado in Boulder’s Leeds School of Business with a Bachelor of Science degree in finance. He also earned the Advanced Wealth Manager (AWM) designation through Michigan State University. A Colorado native, Tom and his wife, Suzanne, live in Denver where they enjoy their three daughters, two sons-in-law and four grandchildren.