Managing Partner - Houston Office Host of Your Money Momentum Podcast
“Financial consulting is the disciplined process of ongoing due diligence and a well-executed investment philosophy that can achieve two primary goals for you: managing your level of risk and balancing your natural behavioral tendencies to react.”
Tom was born and raised in Chatham, NJ where he graduated from Chatham High School. He grew up playing ice hockey and has three younger brothers who played, one of whom played in the NHL. He went on to graduate from the University of Colorado at Boulder with a Bachelor of Science in Finance. He serves on the board of the nonprofit United Against Human Trafficking, and more recently was voted Chair. As a member, he assists with business planning and fundraising, as well as provides trafficking survivors with the financial skills necessary to reduce the risk of re-victimization.
Tom joined Global Wealth Advisors (GWA) in 2018 and became a managing partner in 2021. He serves as cohost of Your Money Momentum, a GWA podcast on financially related topics. He started his finance career at AXA Distributors where he was responsible for helping advisors guide and educate their clients about retirement income through a variety of strategies, such as variable and fixed annuities. He then went on to PGIM Investments where he spent his time building investment portfolios made up of stocks, bonds, mutual funds, and SMAs.
Tom holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also earned the Climate Change and Investment Academy Certificate through a partnership between Columbia University’s Earth Institute and Alliance Bernstein. Additionally, he holds FINRA Series 6, 7, 63, and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. His area of focus is targeted fixed income, equities, real estate, and alternative investments.
Tom has called Houston home since 2012 and, like many other transplants, came to Texas as soon as he could. He currently resides in Downtown Houston and his hobbies include hockey, golf, CrossFit, running, trying new restaurants in town, and traveling.
Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
2021-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in July 2022 based on data gathered between May 2021 and February 2022. 3,215 advisors were considered, 176 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
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