Tom joined Geometric Wealth Advisors in 2018 and became a Partner in 2020. Tom started his career in wealth management, and post-MBA spent time in investment banking and management consulting. What initially attracted Tom to Geometric—and to the financial planning space in general—was a distinct pattern he noticed among his peers: many of his highly successful friends and professional colleagues lacked the time or expertise required to optimize their own personal finances. He joined the firm to fill that gap.
Tom specializes in serving Partners at Bain & Company, Partners & Managing Directors at Boston Consulting Group, and corporate executives. He also serves on the firm’s Leadership Team.
Tom lives in Denver, Colorado, with his wife and two daughters. He spends his free time enjoying the Colorado outdoors.