Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®
  • CPWA® Certified Private Wealth Advisor®
  • RICP® Retirement Income Certified Professional®
  • CPWA® Certified Private Wealth Advisor

Education

  • BS Bachelor of Science , Finance, California State University, Sacramento

Awards & recognition

  • Five Star Wealth Manager, 2015 - 2019, 2021-2022
  • Ameriprise Circle of Success, 2020

Previous experience

  • Retirement Specialist, Partner: local Registered Investment Advisory Firm, 1999-2014

Community participation

My family and I volunteer throughout the year to help families in our community.

Interests

“The longer I live the more beautiful life becomes.”-Frank Lloyd Wright

When not working Tom enjoys spending time outdoors. On the weekends you can usually find him mountain biking the hills of Auburn, hiking the trails around Folsom lake with his family or in the winter skiing the slopes of the Sierra Mountains. Tom and his family are 25 year residents of the Sacramento area where he resides with his wife Heidi and their 3 children.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.