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Tom brings with him 15+ years of industry experience to the Benchmark team. A born-and-raised Midwesterner, his career growth took him from Omaha to Chicago ultimately to Kansas City, where he now resides.
His career started on a trade desk with a national brokerage firm, helping new clients consolidate their accounts, and analyze and place their own self-guided trades. Eventually earning the opportunity to oversee the firm’s large institutional clients (like Benchmark Capital), Tom was exposed to the power of independent, fiduciary advice.
He spent years earning his CRPC® (Chartered Retirement Planning Counselor) and CFP® (CERTIFIED FINANCIAL PLANNER™) designations, in addition to obtaining his series 7 and series 66 licenses, to better himself in service of his clients.
On a personal note – he has moved cities, gotten married, bought a home, gotten promoted, changed jobs, had a baby, had another baby, and refinanced the home he bought all within the last 7 years. He knows firsthand the complexity of personal finance through lived experience! Nothing makes him more excited than helping others find peace in navigating life’s twists and turns.
Prior to his professional career, he received his BSBA and a co-major in studio art from Creighton University. He is also a board member of the Kansas City Financial Planning Association (FPA).