Assistant Vice President, Client Advisor
South Pasadena, CA
Tom is an Assistant Vice President Client Advisor in Whittier Trust’s South Pasadena office. Prior to joining Whittier Trust, Tom worked for CBIZ MHM, LLC in Los Angeles as a Litigation Support Associate in the forensic accounting group, where he worked closely with ultra-high-net-worth clients and their attorneys on highly complex and sensitive family matters.
Tom holds an active Certified Public Accountant (CPA) license and Certified Trust & Fiduciary Advisor (CTFA) license. He also obtained B1 certification for the German language from the Goethe-Institut following a 4-month language-intensive study abroad program in Berlin.
Tom is a graduate of the University of Redlands, where he earned a B.S. in Accounting. 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 plays tennis from time-to-time but prefers to spend his free time on the golf course.