CPA/PFS Financial Planner
Tom joined CPS in 2018
He has a passion for helping clients connect the dots through financial planning and leading them toward a life of financial independence and dignity. He is committed to helping clients achieve their aspirational goals for their life through a comprehensive process of financial planning and then coaching them toward the achievement of their vision for life. As a fiduciary advisor, Tom stays focused on the needs of the client and putting their best interest first.
Tom spent more than 30 years with Time Warner, Inc., where he served in several senior financial executive positions. In 2006, he created a CPA and wealth management firm focused on serving businesses, families and estates with strategic, comprehensive financial planning and investment management services. Tom is an educator at heart. One way he brings life to that calling is by facilitating accounting and financial courses online at the University of Phoenix since 2003.
He received his Bachelor of Science degree in Agronomy from The Pennsylvania State University and a Master of Science degree in Business Administration from Radford University in 1981. He is licensed as a CPA in Florida and Colorado, (inactive), and obtained a Series 65 license as a Registered Investment Advisor in 2005. In 2006, he earned a Personal Financial Specialist designation from the American Institute of CPAs.
Tom is active within the community by serving as an officer with the Rotary Club of New Tampa and has served on numerous other non-for-profit boards where he shares their passion. He firmly believes in the servant leader model. He walks that talk through an active lifestyle of healthy eating, running, swimming, biking and skiing with his wife, six kids and four grandchildren.