My Background

My 35+ years of giving financial guidance, combined with my Bachelor of Science degree in Finance, (California State University, Northridge, '82) provide me with the experience to help clients pursue their financial goals. I have also attained the Accredited Investment Fiduciary® designation.

When helping clients, my two main goals are:

  • to help you determine what your retirement could look like, and
  • to help you create a strategy in pursuit of your goals.

I am a Senior Vice President/Investments and have been a financial advisor since 1983. I joined Stifel in 2011. I take a comprehensive approach to serving my clients and seek to be of value not only with regard to investments, but also any other financial issue with which I can help.  

Actively involved in community affairs, I am the past president of the Woodland Hills Tax & Estate Planning Council, Inc., the co-founder of The Heart Foundation, and past board member of The Heart Foundation Founders Circle, as well as past president and gabbai emeritus of the Calabasas Shul.

 



I have been married to my amazing wife, Elise, since 1984, and have two fabulous daughters, Ashley and Emily, who we've put through college. We married off Ashley in 2016 to her wonderful husband, Neil Wisecarver.  My wife and I lived in Calabasas for 28 years, and in 2018, happily downsized to Westlake Village, on the lake, one mile from my office.

 

Tom and his wife Elise