After living in the San Francisco Bay Area for 46 years, he recently relocated his family to the Dallas-Fort Worth area in 2017. They are slowly making the transition to becoming Texans. He continues to provide financial advice and investment management to clients in multiples states. 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.