Tom is a Partner and Market Leader for the Texas and Colorado office. He serves on the Cerity Partners’ Executive Committee and has spent almost three decades developing strategies and solutions for families with a focus on how they can better pass on their family history, life lessons and values to future generations and ensure their legacy. He stays current on family and wealth strategy topics and is a recognized industry leader, with appearances on CNBC, Fox Business as well as other national stations and publications.
Prior to joining Cerity Partners, Tom served as President and Chief Investment Officer of Karsten Advisors for 9 years. He previously spent 19 years as an advisor with H.D. Vest Financial Services and served on the President’s Advisory Board. Tom helped to develop and implement the firm’s Elite Academy, a program that trains and mentors young professionals about legacy planning. The program is still used today, many years after his departure.
Tom earned his Master of Business Administration from Texas Christian University in Fort Worth. He graduated from the University of Houston with High Honors and was recognized for Meritorious Service to the school.
Tom has served on the boards of multiple nonprofit organizations and startup companies, including Fort Worth K-Life, the State of Texas Municipal Group Benefits Risk Pool and the North Texas Workforce Commission. He currently serves on the board of Healing Springs, which provides counseling to individuals and families.
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