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EXPERIENCE:

Tom has been in the insurance and financial services industry for more than 14 years.  Throughout his time in the industry, his primary focus has been on education for himself and his clients.  He knows how important it is to properly educate a client on all their options before they make important financial decisions.  Tom has a willingness to embrace and serve his clients as though they were family, and he treats every individual he works with as such.  His goal is to help people live lives of dignity and help them be able to take care of themselves and others.  He also wants to help eliminate the financial stress in his client's lives.

EDUCATION & CREDENTIALS

  • FINRA Series 6 & 63 securities registrations 
  • Life & Health Insurance License
  • Attended Brigham Young University

INTERESTS:

Tom likes to stay involved in his community and was even named 2019 Novato Chamber of Commerce Volunteer of the Year.  He has been working with youth for over 35 years, including the San Marin High School Music Boosters, Penguin Empire Robotics, and Marin county 4-H.  Tom serves on the Board of Directors as well as the Business Education Committee for the Novato Chamber of Commerce and is a member of the San Rafael Chamber of Commerce.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck