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Current Role

Tom partners with individuals and business owners to design creative, integrated strategies that support their long-term financial goals. By aligning asset management, retirement planning, and succession planning with broader business and personal financial objectives, he delivers holistic solutions. Working alongside a cross-functional ��ݮ��Ƶ team, Tom proactively considers tax efficiency, estate planning, and accounting needs to ensure well-rounded guidance.

Service Areas

• Comprehensive financial planning
• Investment analysis and portfolio design
• Qualified and non-qualified retirement plans
• Retirement and estate planning
• Risk management
• Trust services

Experience

Tom has worked extensively with high-net-worth individuals, their families and business owners for many years. He brings deep expertise in asset management, comprehensive financial planning, tax and estate planning, and the full spectrum of qualified and non-qualified retirement plans.

Tom leads ��ݮ��Ƶ’s Private Client Advisory practice, which integrates Advisory and Tax Services with Wealth Management through a coordinated team of specialists. This collaborative approach helps clients navigate complex life events with confidence and clarity. In addition, Tom helps lead ��ݮ��Ƶ Trust Services, delivering corporate trustee solutions that support clients’ long-term planning and fiduciary objectives.

Tom holds the CFP^® designation from the Certified Financial Planner™ Board of Standards and maintains Series 7 and Series 65 securities registrations. He is also licensed in life, disability, long-term care insurance and annuities. In addition, Tom is a Certified Trust and Fiduciary Advisor (CTFA) and a Certified Plan Fiduciary Advisor (CPFA).

A Closer Look

• Tom has previously served a number of civic, educational, and nonprofit organizations, including 100 Businesses Who Care, Butler University’s Parents Council, the Catholic Foundation of Michigan’s Preferred Advisor Group, and Rochester Downtown Development Authority’s Business Development Committee. He has also served on the Rochester Hills City Council and the board of directors for the Rochester Avon Recreation Authority.
• A recognized thought leader in the industry, Tom has been quoted in leading publications such as Wall Street Journal, Kiplinger and dbusiness.

Securities offered through ��ݮ��Ƶ Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through ��ݮ��Ƶ Wealth, a Registered Investment Advisor. Insurance services offered through ��ݮ��Ƶ Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 1249 Griswold Street, Suite 201, Detroit, MI 48226 | 313.202.7400