Tom joined La Pointe Wealth Management in 2016 as an LPL Financial Advisor. He has been serving the needs of his clients throughout the Inland Empire for the last 15 years. Having previously worked at Wells Fargo, Tom wanted to provide his clients with unbiased research, free from banking conflicts of interest. He prides himself on focusing on individual needs and big picture goals as well as risk management and a passion for the world markets.
He became interested in financial planning in high school and worked part-time with two brokers with Dean Witter Reynolds in Glendale, California from 1985 to 1987. After high school, Tom left for basic training in Fort Dix, New Jersey and then on to Fort Eustis, Virginia for AIT. Tom spent 3 years in the U.S. Army at Fort Campbell, KY as a Crew Chief on a UH-60 Black hawk helicopter. Upon leaving the military, he returned home and started his career at Shearson Lehman American Express where he focused on conducting retirement seminars for employees of Lockheed Martin. Tom studied at the University of Phoenix. He holds Series 7, 63, and 65 Securities Registrations through LPL Financial as well as Life and Annuity insurance licenses in the States of California and Arizona.
Tom is originally from Glendale, CA and moved to the Inland Empire in 1998. He currently lives with his wife Amanda in Canyon Hills and they have 5 children and 2 grandchildren. Outside of the office, he and his wife enjoy traveling to concerts and spending time with their kids. He finds great joy in seeing the world through their eyes. He is also active in the local Masonic Lodge as well as CrossFit, shooting, and mountain biking.
E-mail Address: email@example.com