Tom Hannon leads a dedicated group of specialists to cultivate relationships with our clients and within his team. With 12 years in the financial management industry, Tom has developed a passionate and enthusiastic approach to working with clients. His prior background in professional basketball has consistently led him to success, whether it’s winning a game or helping a client achieve a financial “win.” Tom considers the most rewarding part of his job to be effectively becoming the first person a client comes to for advice. He focuses on uncovering opportunities to make a difference in each client’s life by looking at the whole picture, not through a narrow lens. He values teamwork and acknowledges its vital role in leveraging the expertise of everyone at our firm to collectively help our clients achieve their financial goals. Tom’s optimism and innovative mindset ensure that clients receive individually tailored advice to achieve their visions of true wealth.

Meet Our Team