Tom graduated from East Texas State University in 1975 with a bachelor’s degree in business and photojournalism. Commissioned into the United States Air Force, he spent 10 years as a Pilot and Public Affairs Officer in the U.S. and Japan. Tom was recruited to Waddell & Reed Financial, Inc. in Austin in 1985 where he developed a successful practice as a Financial Advisor for 27 years and a Branch Manager for another 10 years. Tom transitioned his business to LPL Financial when Waddell & Reed was sold in 2021.
Tom has almost 40 years’ experience with a wonderful group of clients who have wide-ranging financial needs and experiences. Tom’s primary emphasis has always been the accumulation, preservation, and distribution of retirement assets. Using a sports analogy, his clients and he start with a “Game Plan;” or a detailed financial plan. Then they build a strong investment “Offense” with goal-oriented portfolios of mutual funds and annuities. They back their portfolios with a strong “Defense” of life, disability, and long-term care insurance.
Tom has been married to his wonderful wife, Gail, for almost 50 years and is enjoying their four adult children and nine grandchildren.