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Thomas, a U.S. Navy Vietnam Era veteran, has over 40 years of service in the technology and financial services industries in positions of leadership and trust. During this time he has built a reputation for integrity, fairness and dependability in meeting his commitments. Tom's education and industry background include the following:
- M. A. in Management, St. Mary's College, Moraga, CA
- Life Insurance license, California
# 0D41076
- Long-Term Care Insurance license
- California Partnership Insurance license
- Series 7 license
- Series 66 license
- Variable Life Insurance and Annuity License
- Certified Senior Advisor (CSA)
- Society of Certified Senior Advisors
Thomas is experienced in risk management, wealth accumulation, retirement planning, estate planning and business planning. He (1) discovers what is important to each client, (2) identifies tangible goals that require money and planning to accomplish, (3) assesses current financial and risk management position, (4) develops a unique strategy to help clients make smart choices about their money, (5) creates a comprehensive, step-by-step plan of action to assist each client achieve their personal, family and business goals, and (6) employs a hands-on approach to implement, monitor and adjust the strategy over time, as necessary, with predetermined review periods. He creates an environment that reduces his clients' financial stress, helping them to live longer, healthier lives.
His ideal clients are those that:
- Enjoy life. Have a sense of humor.
- Have other things in their life that are more important than money.
- Are serious about making smart decisions about their money
- Are committed to developing and implementing a financial strategy.
- Are financially motivated and serious about personal financial successes.
- Care for family and community.
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