As a Director of Client Advisory, Tom works with Crestone clients on a variety of wealth management needs, including asset allocation and analysis, portfolio planning and implementation, and overall financial analysis.

Prior to joining Crestone, Tom worked at Goldman Sachs in Chicago where he managed ultra high-net-worth clients and foundations, and was responsible for developing each client's long-term strategic asset allocation, as well as evaluating internal and external investment managers for client portfolios. Tom also served as a Compliance Analyst in Switzerland through the Goldman Sachs Global Analyst Mobility program where he was responsible for developing and implementing business critical policy and procedures for the Swiss Bank amid rapidly changing regulatory requirements.

Tom graduated with distinction from the University of Colorado at Boulder with a Bachelor of Science in Business Administration. Tom is a CFA® charterholder.

Tom is a Board Member for the Boulder Economic Council, a member of the CFA® Society Colorado, and a volunteer with Back on My Feet. Tom also serves as a Member of the Crestone Risk Committee. In his spare time, Tom is an avid runner, having recently completed his fourth marathon.