Tom is a portfolio manager with over ten years in the financial services industry. Before joining Trajan Wealth, Tom spent time at a professional services firm delivering integrated audit, tax, and consulting services to a diverse client base, including individuals, financial institutions, and not-for-profit organizations.
Tom has obtained licenses in life and health insurance. He is dedicated to using his experience and background to educate and guide clients to meet their financial, tax, retirement, and legacy planning goals and needs.
Tom was born and raised in Massachusetts and has been a resident of Arizona since 2017. Tom enjoys discussing East Coast roots with clients who are transplants to Arizona from across the country, like himself. In particular, because of his love for playing and following sports while growing up in New England, Tom is an avid Boston sports fan and loves watching and talking everything Patriots, Celtics, Red Sox, and Bruins.
Tom also spends his free time playing golf, slow-pitch softball, coaching basketball for the Jr. Suns Youth Basketball Leagues, and being a Fur Dad to his three-year-old Bernese Mountain Dog named Cora.
Favorite Food
Buffalo Chicken
Favorite Hobbies
Traveling, Golf, and Running
Quote
“The noblest art is that of making others happy.”~ P.T. Barnum
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