Tom returns as the managing director of Independent Advisors and will focus on business development and coaching. Additionally, he is an Accredited Investment Fiduciary^® designee. He also holds life, accident and health, and variable life and variable annuity insurance licenses.

Tom previously served as head of advisor recruiting at a $2 billion Y Combinator-backed RIA. Prior to that, he was managing director of business development at Mariner and assistant vice president at LPL Financial.

Tom has a BSBA in financial services from San Diego State University.

Away from the office, Tom enjoys traveling to film festivals and frequently attends Fantastic Fest, the largest genre film festival in the U.S.