- B.A. in Economics, Phi Beta Kappa with distinction and honors, University of Kansas, 2000
- CFP® Professional Education Program, College for Financial Planning, 2005
- M.S. Financial Planning, College for Financial Planning, 2006
Tom joined FAS as an Investment Adviser Representative in 2002. He is a Managing Director and is primarily responsible for managing client portfolios and relationships. He previously worked for Merrill Lynch’s Private Client Group in Chicago as a financial advisor.
CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Additional information about Tom is available on the SEC website at www.adviserinfo.sec.gov.