Broker Check
Tom Payne

Tom Payne

Director of Operations, CCO and Financial Advisor

Tom has been in the financial services industry for fifteen years.  He has been an active and faithful parishioner of St. Bonaventure Catholic Community in Concord, CA since 1971.  He is a Third Degree member of the Knights of Columbus.  Also, being close to his family is of utmost importance to Tom.  He and his wife, Jacqui, were married in 1999 and have eight children.

Tom earned his Bachelor of Arts degree at Holy Name University of Oakland, CA in 1986.  He holds a Series 66 (Investment Adviser Representative) with the Financial Industry Regulatory Authority (FINRA) and has held a Series 7 (General Securities) license.  He is also holds a Life and Health Agent license with the California Department of Insurance.