Tom is a Vice President and Client Advisor in Whittier Trust’s Pasadena office, where he advises multigenerational ultra-high-net-worth families on complex wealth management matters. Since joining Whittier Trust in 2019, he has guided clients through decisions involving investments, estate and legacy objectives, ownership and entity structures, tax-sensitive issues, and broader family balance sheet dynamics.
A Certified Public Accountant with prior forensic accounting experience, Tom brings a methodical, detail-oriented approach to evaluating client circumstances, identifying key technical and planning considerations, and helping drive coordinated implementation across each client’s advisory team. Tom also holds the Certified Private Wealth Advisor® (CPWA®) and Certified Trust and Fiduciary Advisor (CTFA) designations.
Tom earned a B.S. in Accounting from the University of Redlands, where he earned Dean’s List honors throughout his undergraduate studies while competing as a member of the men’s tennis team. He also earned B1 certification in German from the Goethe-Institut following a four-month intensive language program in Berlin. Outside the office, Tom actively chooses to test his patience on the golf course, where he remains committed to improving his game despite the sport’s inconsistent encouragement.
