As a Wealth Advisor, Tom is responsible for managing client data, developing financial plans, implementing recommendations, and presenting information to clients. He assists in answering their daily and ongoing questions as well as managing their investments and other financial matters.
Tom earned a BS degree in Personal Financial Planning from Utah Valley University in 2018, received his Certified Financial Planner™ (CFP®) designation in 2019, and has a variety of industry licenses.
Tom joined BlueSky in 2022 and has experience working at a large broker-dealer where he assisted high-net-worth clients with placing trades in their retail accounts. He has experience working with many different people from everyday workers to high-net-worth tech employees to business owners. Tom is passionate about holistic planning to bring a client’s entire financial picture into focus.
Tom lives in Tri-Cities, Washington with his wife and children.
What do you enjoy most about being part of BlueSky?
So far, what I have enjoyed most about being part of BlueSky is the welcoming atmosphere of everyone I have met. Also, it is clear, even early on that we do what is best for the client in every situation. We have the discernment to read a client’s situation and adjust accordingly to do what is best for their financial picture.
What does “improving the quality of our clients’ lives” mean to you?
Improving the quality of our clients’ lives to me means allowing them to live the life they want, not just the life they need to live to pay for everything, but allowing them the financial independence to truly do what they want to do with their lives.
What keeps you busy when you’re not working?
I stay busy with my family life when not working; I have a wife named, Sarah and two kids ages two and four who certainly keep me on my toes. I enjoy spending time with my lovely wife and going on date nights. My hobbies include lifting weights, watching football with friends, and target shooting.