Tom serves as an associate wealth advisor for Buckingham Strategic Wealth. He works alongside a team of wealth advisors to ensure his clients have a tax-efficient, evidence-driven strategy to help them make progress toward their most important financial goals. He is passionate about life planning and ensuring his clients’ interests and values are forefront when building out a well-constructed financial plan.
For Tom, it's the clients and connections he makes every day that give him energy and keep him enthusiastic in his role. The most rewarding part of his job is listening to his clients to help discover ambitions and causes that are important to them. Tom understands the importance of financial education and stresses it in his practice after seeing the anxiety stirred from media headlines and forecasting.
Tom joined Buckingham in 2013. Prior to that, he served as a financial advisor for Edward Jones. Tom earned a bachelor's degree from the University of Missouri and has since gone on to complete his CFP® certification to become a CERTIFIED FINANCIAL PLANNER™ professional.
Current role