Tom is a manager over income tax planning and preparation, financial accounting, reporting and wealth management. As a certified public accountant and financial advisor, Tom is able to offer services beyond just the traditional income tax and accounting services. He is able to look at a client’s past and current situation, and build a plan for the future with his or her goals in mind. He has passed the FINRA Series 7 and 66 exams. He also holds Life, Accident and Health insurance licenses. Tom earned a bachelor’s degree in business administration from the University of North Dakota in 1982.
Tom and his wife, Julie, have two sons, Clint and Cole, and a granddaughter named Slone. You can find him golfing, listening to music, working on his yard or enjoying quality time with his family.
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