Tom has a decade of experience in the financial industry, with prior roles at Matco Financial Inc. and CWB Wealth Partners as a portfolio manager. He has developed a strong passion for stewarding client wealth and developing trusted relationships, with a focus on providing personalized client service to individuals, families, and small institutions. Tom is passionate about educating all his clients, including the next generation.
He holds the Chartered Investment Management (CIM) designation and has a B.A.A. Finance from the University of Wisconsin University – Eau Claire.
Tom volunteers on the foundation board of his alma mater, Edge School in Calgary. His other interests include hockey, golf and spending time with his family. Tom played hockey through NCAA in Wisconsin, winning the national championship in 2013.