Client Advisory


Tom is a Partner in the Orange County office. He partners with investment, financial planning, and trust experts to help clients understand and plan for important long term financial goals, such as retirement, sale of businesses and passing wealth to future generations. Tom evaluates clients’ current investments, tolerance for risk and cash flow to develop a long-term strategic asset allocation that helps them achieve their goals. He communicates frequently with his clients to keep them informed of their progress.

Throughout his career, Tom has demonstrated exceptional skill in creating customized financial solutions for affluent individuals and families. His clients include business owners, executives, professionals, athletes and retirees. Tom also devotes his time to nurturing relationships with individuals, families and organizations who can benefit from the firm’s broad range of wealth management capabilities.

Prior to joining Cerity Partners, Tom served as the Senior Relationship Manager and a Managing Director at Covington Capital Management. Before joining Covington in 2020, Tom served as Senior Managing Director at First Foundation Advisors and Managing Director at Lehman Brothers and U.S. Trust. He brings to our firm more than 30 years of experience in strategic planning, relationship management, marketing and branding within the wealth management industry. Tom has served on TD Ameritrade’s National Advisory Council and Schwab’s Advisor Network.

Tom is passionate about spending quality time with his family, traveling, skiing, golfing, fitness, tennis, and wine.


  • B.S. in Finance from Boston University
  • Executive Program in Investment Management from Stanford University


  • Board Member at the Mission Hospital Foundation
  • Board Member at the Juvenile Diabetes Research Foundation, Orange County Chapter
  • Member of the Association for Corporate Growth

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