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Our process was built to help you face challenges by virtue of your pay structure. With complicated equity award packages – as well as potentially complex tax consequences – you deserve specialized guidance. We have developed a number of strategies to help you build and protect wealth through personalized, year-round planning.
Managing Director/Investments; Branch Manager
Senior Vice President/Investments
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
*Forbes’ Top Next-Gen Wealth Advisors, July 25, 2018 and July 25, 2017, each based on the 12-month period ending March 31 of the year in which published. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Working Mother’s Top Wealth Advisor Moms, July 22, 2020 and October 8, 2018, each based on the 12-month period ending March 31 of the year of publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Working Mother’s receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Senior Vice President/Investments
A Cincinnati native, Tom earned a B.S.B.A. from Xavier University. He began working in financial services over 15 years ago and has focused his career on consulting with corporate executives, retirees, and others who hold concentrated stock positions. Tom maintains his passion for studying the market by reading voraciously in order to bring innovative ideas and outside perspectives to our weekly team meetings.
Having been named to Forbes’ 2022 list of Top Next-Gen Wealth Advisors, Tom has built a reputation of delivering engaging and proactive service to his clients. His diligent guidance and care help clients stay on track toward pursuing their goals. Having seen the results that come from pairing a solid wealth management plan with a thoughtful investment strategy, he holds a deep conviction in the benefits of our work and is inspired to grow our practice. He applies his drive and enthusiasm to leading the team’s marketing efforts as the head of new client acquisition for our team.
Tom renews his energy by staying active with tennis, golf, skiing, and CrossFit. He actively volunteers at a local high school, teaching students about the importance of personal finance and investing.
Forbes’ Top Next-Gen Wealth Advisors, August 3, 2022, based on the 12-month period ending March 31 of the year in which published. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
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