Some Background

Tom is a Senior Vice President/Investments and has been a financial advisor since 1983. He joined Stifel in 2011. Tom takes a comprehensive approach to serving his clients and seeks to be of value not only with regard to investments, but also any other financial issue with which he can help. He is a graduate of California State University, Northridge, with a Bachelor of Science with a major in Finance. In 2016 Tom earned his Accredited Investment Fiduciary, AIF® designation. 

Tom is actively involved in community affairs. He is the past president of the Woodland Hills Tax & Estate Planning Council, Inc., he is the co-founder of The Heart Foundation and past board member of The Heart Foundation Founders Circle, and he is past president and gabbai emeritus of the Calabasas Shul.

Tom has been married to his amazing wife, Elise, since 1984, and they put their two fabulous daughters, Ashley and Emily, through college. They married off Ashley in 2016 to her wonderful husband, Neil Wisecarver. Tom and Elise lived in Calabasas for 28 years, and in 2018 happily downsized to Westlake Village, on the lake, one mile from Tom’s office.