Tom has been helping clients achieve their financial goals since 1992 when he began his career at Piper Jaffray. Since then, helping people has become 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 objective advice and guidance to individual and institutional investors. Tom also has the Certified Private Wealth Advisor® certification, which provides specialized knowledge about how to address the complex challenges facing high-net-worth clients.
To enhance his business offering, Tom has obtained the Series 7, 9, 10, 63 and 66 securities licenses. 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 and two children. Tom actively supports his community through many years as a youth basketball and baseball coach, and involvement with other sporting teams. He is a competitive golfer, an avid fisherman and enjoys hunting.