Tommy began his career in wealth management and financial planning in 2010, but his interest in investing started much earlier. As a kid, his grandfather encouraged him to buy his first stock using birthday money, sparking a lifelong curiosity about the markets and how money can be used to build opportunity and long-term security.
Today, Tommy specializes in market analysis and portfolio construction, helping clients make informed, thoughtful decisions about their finances. He believes money is deeply personal and deserves careful attention, clear communication, and a strategy tailored to each client’s goals. His approach is rooted in creating comprehensive financial plans designed to help clients grow, protect, and retain wealth over time.
Tommy studied Finance at the University of Idaho (Go Vandals!) After graduating, he moved from Boise to Austin to begin his career with Charles Schwab. As his career evolved, he realized the most rewarding part of his work was building long-term, meaningful client relationships. In 2011, he joined LPL Financial, where he met Calvin Lee—an experienced advisor who would later become both a close friend and business partner. Tommy earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2014 to better serve his clients. As a fiduciary, he believes that developing and actively monitoring a financial plan is essential to acting in a client’s best interest. He enjoys helping clients see the “big picture,” walking through different scenarios, and bringing clarity to financial decisions that can often feel overwhelming.
Outside the office, Tommy enjoys watching football and baseball, trying new restaurants, attending concerts, traveling, and spending time with his wife, Maggie, and their toy Aussie, Cooper. While his roots are in the Northwest, he’s proud to call Austin home.