Tom is a Certified Financial Planner (CFP®) with over 25 years of experience in the financial services industry. He specializes in estate planning and plays a key role in cultivating and strengthening client relationships at Waterstone Wealth. Before joining the firm, Tom spent a decade at a Charlotte-based Hedge Fund and investment firm. Tom has extensive expertise in life insurance, financial and estate planning. His financial career began with investment management training at First Union Securities, now Wells Fargo.
Tom is a member of the Charlotte Estate Planning Council, reflecting his commitment to professional excellence in his field. He holds a Bachelor's degree in English from North Carolina State University (1994) and also attended Wake Forest University and the University of St. Andrews in Scotland.
A Raleigh, NC native, Tom has lived in Charlotte since 1996 with his wife, Lawson, and their two children.