Tom is a Vice President and Client Advisor in Whittier Trust’s Pasadena office, where he manages complex, multi-generational client relationships. He specializes in developing and facilitating the implementation of comprehensive, customized wealth management strategies for ultra-high-net-worth families.
Prior to joining Whittier Trust in 2019, Tom was a part of the forensic accounting group at CBIZ MHM, LLC in Los Angeles, working closely with ultra-high-net-worth clients and their attorneys on highly complex and confidential legal matters.
Tom holds an active Certified Public Accountant (CPA) license and Certified Trust & Fiduciary Advisor (CTFA) license. He also obtained B1 certification for German language proficiency from the Goethe Institut, following a 4-month language-intensive study abroad program in Berlin.
Tom earned a B.S. in Accounting at the University of Redlands. He remained on the Dean’s list throughout his time at the U of R as a four-year student-athlete on the varsity tennis team. He continues to play tennis from time to time but prefers to spend his free time on the golf course.
