Specialty
Tom simplifies complex industry topics, specializing in financial and estate planning, and educating the next generation. He provides peace of mind by leveraging his experience and the AC Family Office team to create comprehensive financial plans, ensuring clients’ objectives are met efficiently. Tom helps clients navigate the daunting estate planning process by discussing goals, sharing best practices, and customizing plans. He collaborates with attorneys to finalize documents, keeping clients as decision-makers while saving them time. Additionally, he emphasizes educating the next generation through Family Board meetings, where they learn about family assets, estate plans, and their future roles.
Years of Experience
9 Years
Educational Background
Arizona State University, BS in Business Statistics
Designations
Notable Information
- Previously a Director of Advanced Strategies at Jackson Financial Services
- Folder of Honor, Denver Chapter Board Member (5 Years)
- Tom is a fourth-generation Coloradoan, and he enjoys time with his family, working on his art projects, and has recently picked up golf, but it is a work in progress.
Contact
Family Office Specialist, Partner
Direct & Text: 303.900.1937
