Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Tom began his career at Merrill Lynch Wealth Management in 1999 and serves a select group of clients which includes both individuals and corporations. Tom understands that changes are happening all the time- some of which we control and some we don't, but all of which can affect our financial future. Clients tap into the vast experience of Tom, his team and Merrill on all things financial- from investments, estate planning strategies, retirement forecasting & planning and finally to credit and lending through Bank of America, N.A.. Tom can help put all the pieces of your financial life together, so you can move toward the future you envision. Tom recognizes that many of the traditional models of the past no longer capture the complexity of your lives today. His goal is to help you create an investment strategy that's unique to you. It's part of a process that's built over time.
Tom's clients entrust their financial future with him. His training and experience allows him to accept this responsibility. His personal integrity, reputation and heart earn it. It's what a true relationship is meant to be.
Tom is a graduate of St. Olaf College with a B.A. in Religion and Philosophy. He is an active volunteer in many Twin Cities area charities- including Habitat for Humanity and the YMCA.
Tom lives in Minneapolis with his wife Sara and 3 children- Owen, Gabe and Wren.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Minnehaha Academy Minneapolis MN
Saint Olaf College
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.