Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
1100 EAST 6600 SOUTH
SALT LAKE CITY, UT 84121
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Tom began his career in the financial services industry in 1982 and joined Merrill Lynch in 1989. As lead financial advisor for his team, he works with successful individuals and families who are concerned with preserving, growing and transferring their wealth for future generations. With a deep understanding of his clients’ lives, he enjoys consulting with them on major business and personal financial decisions, as they go through various chapters in their lives. Tom helps remove the emotions associated with their finances to help them make smart decisions based on goals and objectives.
Over the past four decades, Tom has weathered both powerful bull and challenging bear markets, and learned that managing money today requires a different mindset than in years past. By emphasizing a deliberate and conservative style to wealth management, he encourages his clients to focus on long-term results, not short-term market swings. In addition to his years of experience and disciplined investment process, his proactive communication and high-touch level of service that exceeds clients’ expectations, are the cornerstones of his approach.
Tom studied finance and marketing at the University of Utah in Salt Lake City. He and his wife, Cynthia, live in Holladay, Utah with their six children. His hobbies include playing golf and tennis, skiing, traveling and reading.
Outside of the office, Tom volunteers his time with a number of organizations. For several years, he sat on the fundraising board and the parish council for his church. He is a past board member of the University of Utah Alumni Association, where he served as the fundraising and golf tournament chairman. He is also a past board member of the University of Utah Crimson Club and a past board member and former president of the Cottonwood Country Club. Additionally, he is a past board member of the Willow Creek Country Club and served on its house and long-range planning committees. Tom currently serves as founder, chairman and board member of the Cancierge Foundation, an organization dedicated to providing resources and services for cancer patients so they can focus on their treatments.
Univeristy of Utah
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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