Tom keeps the team’s advisors on track by making sure office operations run smoothly. He helps clients assemble their financial plans and provides other key information on their progress toward their goals.
Tom has worked with Chad, Jamie and Joe for over 15 years, developing considerable knowledge of the firm’s clients and their financial lives. He has earned a finance degree.
Tom is a lifelong resident of Dubuque. In his free time, he and his wife of more than 15 years are always looking for the next road trip adventure or new golf course to play.