Business Development & Client Relations
Tom’s dedicated close to 40 years to building and maintaining rich client relationships. We believe his network thinks “trustworthy, steadfast and sincere” when they think of Tom. He joined the financial services industry in 2007, bringing diverse business experience and perspective that enhances his advisory practice and strengthens the investment firm. He shares the firm’s passion to partner with clients in identifying and pursuing life goals. It’s rewarding when Tom is asked for advice by his clients that is not investment related; in that seat, he’s a full-service resource. Tom is an active member of the Chattanooga community, with CBMC-Chattanooga as one of his favorite organizations and boards. Tom received a Bachelor in Business Administration and Marketing from The University of Tennessee – Chattanooga. He’s a SmartVestor Pro, a Kingdom Advisor, a Money Map coach and holds the Series 65 investment license. He and his wife, Del, have three children and four grandchildren and reside in Signal Mountain, TN. On his off hours, he’s doing whatever the grandchildren ask him to do.