“We live in an age of unprecedented access to investment opportunities. Raise your game – being invested means so much more – keen understanding of the marketplace has never been more important.”
Wealth Advisor, Investments Engineer
One whiteboard session. That’s all it takes for Tom to inspire you to think differently.
With over 30 years as both an innovator and entrepreneur, Tom has always been a visionary with an unrelenting drive for growth. He built a large tech consulting firm from the ground up and successfully exited through an acquisition by a publicly-traded company in the early 2000s.
Tom gets you. He was a wealth management client.
He has the mind of an engineer, the heart of an entrepreneur, and he’s driven to create the investment solutions he couldn’t find when he was in your shoes. Tom draws on his expertise in high-tech, angel investing and start-up ventures to supplement traditional wealth management principles.
Our robust investment marketplace is the brainchild of his technical prowess and passion for investments. Tom incorporates unique alternatives, intentionally curating investment strategies truly uncommon in our industry.
Tom graduated from Bucknell University with a Bachelor of Science in Mechanical Engineering. He is obsessed with smart design, forward-thinking infrastructure, and how well-executed combinations make for exponentially more powerful results.
In his downtime, you’ll find Tom boating on Lake Austin with his friends and family, enjoying a live concert at Austin City Limits, or working out at Train 4 The Game – one of Austin’s top athlete performance centers.