The Legacy Trust Team
Assistant Vice President, Senior Wealth Planner
Tom plays an integral role in the development and implementation of client financial plans. He develops, deepens and expands upon client relationships by delivering comprehensive retirement planning. When not working with clients, you can find Tom and his family enjoying time outdoors, participating in their favorite Michigan seasonal activities.
Tom is a Certified Financial Planner™ professional.
Legacy Trust, 2015 – present
Wealth Dimensions Group, 2012 – 2015
Lincoln Financial Advisors, 2008 – 2012
MassMutual, 2005 – 2008
B.S., Miami University (Ohio)
Leadership Advantage ’16, Grand Rapids Area Chamber of Commerce – Center for Community Leadership
Emerging Leaders ’15, Grand Rapids Area Chamber of Commerce – Center for Community Leadership
Organizer, Miami University – Alumni Chapter of West Michigan
Finance Committee Member, Heart of West Michigan United Way
Member, West Michigan Estate Planning Council
Volunteer, Kids Food Basket
Volunteer, Katrina Collaboration