For over 40 years, Tom has helped individuals and families achieve their financial goals through a variety of planning strategies. His broad knowledge of insurance and investment products gives his clients the confidence they need when working with a financial services representative.

His professional mission statement declares: It is our responsibility to educate, inform and empower our clients by delivering the most accurate and timely financial information available while providing top-quality products and services through companies and individuals who share our level of commitment to integrity.

Tom and his wife Diane are the proud parents of 3 children and 14 grandchildren. His oldest son, Evan has been working with Tom for the past 13 years.

Tom is passionate about his family, his clients and his hobbies. Tom has participated in 25 marathons, several duathlons and triathlons, including six Ironman triathlons. He also enjoys detailing cars and umpiring baseball.

Tom graduated from the Marriott School of Management at Brigham Young University in 1983 with a Finance and Economics degree.

Tom is a Certified Financial Planner® professional and holds the designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®). He also holds FINRA Series 7, 24 & 63 and is Life, Accident and Health licensed.

CA Insurance Licensed # 0650673