Tom joined Summitry in 2022 as a Business Development Principal. He is responsible for engaging with new clients and guiding them through the onboarding process with Summitry. He also works with our firm’s various strategic partners to develop new value-add opportunities. Tom has 10+ years of experience in the industry, specializing in high net worth families and their unique planning needs. Prior to joining Summitry, Tom most recently worked as a Group Manager at Fisher Investments. Tom graduated from UCLA with a degree in Political Science.
Tom was born-and-raised in the Bay Area, and lives with his wife and their identical twin sons in San Francisco. Tom enjoys spending time with his family, traveling the world, and cooking. Tom is also an avid Bay Area sports fan, and enjoys running, skiing, and hiking throughout California.