Advisor profile


My approach

“For tomorrow belongs to the people who prepare for it today.” ~African Proverb

The team at Blue Cardinal Wealth Solutions believes that having the right plan in place is an important element in determining one’s financial outcome. We work with successful families and businesses to ensure their goals are identified and measured steps are taken to track their progress toward achieving them. Whether your goals include funding your child’s education, leaving a legacy to your heirs and charitable passions, or simply creating a retirement income strategy, our dedicated and experienced group is here to help.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Retirement Income Strategies
  • Investments
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, Series 63, Series 65, Series 66, Series 9/10

Education

  • University of South Carolina - Columbia
  • BS, Applied Professional Sciences

Interests

Tommy enjoys spending time with his wife (Elizabeth) and four children (Forrest, William, Elenora and Ben), playing golf, cheering for his Carolina Panthers, volunteering and serving on boards of local non-profit organizations.

Community participation

Tommy proudly supports the following non-profit organizations:

Carolina Golf Club (past Board Member and Treasurer); East Mecklenburg High School Foundation (current Board Member and President); Friendship Trays/Meals on Wheels of Charlotte-Mecklenburg; Good Fellows Club; Northwest School of the Arts; Partners in Health; PFLAG Charlotte; RAIN Charlotte; The Relatives Inc.; Second Harvest Food Bank of Charlotte; Time Out Youth (past Board Member and Treasurer); Together We Can Solve Hunger.

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2018, 2019

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Morgan Stanley Smith Barney, Financial Advisor, 2009-2015
  • Wachovia Securities, LLC, Financial Advisor, 2002-2009