As a Financial Advisor at Bell Wealth Partners, Tom draws on more than two decades of experience in financial planning and investment management. He works with individuals and families to help them make informed financial decisions and builds personalized strategies that reflect each client’s goals, risk tolerance, and stage of life.
Tom served 20 years in the United States Navy aboard submarines before beginning his financial services career in 2002. His planning approach includes financial and estate strategies using equities, fixed income investments, managed portfolios, 529 education savings plans, and more, adapting those plans over time as needs and markets change.
He holds a Series 65 registration through LPL Financial and is an Accredited Asset Management Specialist™ (AAMS®)1. This designation enhances his approach by integrating key areas of planning including investments, insurance, tax, retirement, and estate, helping him align financial strategies with each client’s evolving needs.
Originally from Missouri, Tom now lives in Eagle Point, Oregon, with his wife, Marilyn. They have two children, Daniel and Lauren, and two grandchildren, Milo and Nathan. Outside the office, Tom enjoys family activities, bowling, e-biking, hiking, and traveling. He is also a member of the Rotary Club of the Upper Rogue and the Eagle Point Chamber of Commerce.