Tom founded Tall Oaks Advisors in December of 2012. His focus is on Financial Planning and Wealth Management along with advising on Employer Sponsored Retirement Plans.
Tom was born in Summit, NJ and moved to Leawood, KS in 1984. He attended Kansas State and Baker University, where he earned his MBA. While still in high school, Tom turned one of his passions into a business by opening a sports collectible store. Tom owned and ran this for 13 years and became a founding member of eBay Power Sellers. In 2001, Tom decided to pursue one of his other passions and changed career paths to become a financial advisor with Ameriprise Financial. Since 2001, he has been helping his clients pursue their financial goals and dreams. Tom holds a Series 7 securities registration through LPL Financial and a series 66 registration with both LPL Financial and Tall Oaks Advisors as well as life and health insurance licenses in multiple states. He also holds the designation of Chartered Retirement Planning Counselor (CRPC ®).
Tom resides in Overland Park, KS with his wife Beth and their children Thomas and Olivia. Tom is an avid Kansas City Chiefs, Kansas City Royals and Kansas State Wildcat fan. He enjoys spending time with family and friends, playing golf and cheering on his kids at their various activities.