Tom is the President of SCM. With over 15 years in the finance and investment industry, Tom is uniquely suited to deliver a comprehensive wealth management experience to clients.
“I truly believe in our motto: ‘Invest for the future. Live in the now.’ One of my favorite parts of being an advisor is helping people obtain the freedom to live life on their own terms, both in retirement and along the way. And we recognize that experience is different for every client.”
Prior to joining SCM in 2012, Tom held various treasury and corporate finance positions for several global companies. This included managing multi-hundred million-dollar portfolios, with extensive experience in investment management, foreign currency hedging, mergers and acquisitions, financial analysis, and capital markets. He has also co-authored an article published in the journal of Financial Planning.
Tom has a BS in Managerial Economics from University of California San Diego and a MSBA from San Diego State University. He is a CERTIFIED FINANCIAL PLANNER ™ professional and is a NAPFA-Registered Financial Advisor (National Association of Personal Financial Advisors).
A 5th generation Californian, Tom can be found enjoying the ocean, mountains, and outdoors with his wife and 2 children.