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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.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
*Forbes' “America's Top Next Generation Wealth Advisors,” July 25, 2017 and July 25, 2018. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of over 19,000 and 23,000 nominations. Advisors in Forbes' “America's Top Next Generation Wealth Advisors” are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors were born with in 1980 or later with a minimum of four years of relevant experience and have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
Working Mother’s Top Wealth Advisor Moms, October 1, 2020. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of more than 32,000 nominations. SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking.
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’ 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 receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is 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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