Tom is a dually registered Advisor at Personal Wealth Partners and Credent Wealth Management, where he also serves as a partner. His key role is as a Lead Advisor with direct responsibility for meeting with clients, managing their plans, and ensuring each client remains on track for achieving their financial goals.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Tom has over 20 years in financial services, spending time at Ernst & Young and The Ayco Company as a Personal Wealth Analyst and at the FDIC as a Bank Examiner before becoming part of the team at Personal Wealth Partners. Tom really enjoys his personal interactions with clients and their families and seeing the peace of mind they get when they achieve their financial goals.
After spending four years in the U.S. Navy, Tom earned his bachelor’s degree in finance from the University of Houston and completed his MBA in financial planning at the University of Dallas.
He enjoys golf, is an avid scuba diver and loves being an amateur musician at church and with his brothers. He and his wife Denise enjoy spending time with their son Brady and attending performances where he is a touring drummer.