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 a financial 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. They have 3 children Owen, Gabe and Wren who provide so much joy and fun in their lives.