Tom’s roots in the retirement plan industry run deep, having joined American Funds in 1993 as an original member of its workplace retirement group. His programs are steeped in real-world experience, complete with stories and analogies aimed at helping his audience get results. Above all, he maintains a passion for helping working Americans prepare for their biggest financial challenge, retirement.
After earning his bachelor’s degree in microbiology from the University of Oklahoma, Tom worked for two years at the Mayo Clinic as a clinical microbiologist before joining his family’s oil and gas exploration business, where he helped originate institutional joint ventures. From there, Tom went on to Smith Barney’s Asset Consulting and Evaluation group, which helped pioneer the use of separately managed accounts.
Tom lives in Sarasota, Florida, with his wife and enjoys boating, alpine skiing and four-wheeling.