Founding partner and managing member, Tom is a Chartered Financial Analyst as well as a Portfolio Manager. He has had primary investment responsibility for assets totaling in excess of $500 million for individuals, non-profits, and corporations.

Beginning his career with A.G. Edwards, he served as an outside advisor to a Virginia Bank Trust Department, a VP with the Asset Management division of a regional bank and as a partner in a regional independent Investment Advisory firm. His community activities have included serving in various volunteer capacities over the last two decades with United Way Of South Hampton Roads, most recently as 2012 Board Chair; serving as a founding member of Amnesty International’s Hampton Roads chapter; judging and coaching local elementary school children in annual Odyssey of the Mind competitions and providing stock market games and creativity coaching to elementary school classes.