Financial Consultant - St. Louis Park, Minnesota
Based out of Minneapolis, Tom joined VisionPoint Advisory Group in 2020. Tom previously was working as a Financial Advisor in the Twin Cities for a Registered Investment Advisor since 2014. He enjoys helping families, businesses, and individuals develop financial plans to help meet their long term financial goals. Tom also specializes in helping young professionals and families get started with planning for retirement.
Tom graduated with honors from the University of St. Thomas with a degree in Business Finance. He found his love for investing and finance during an internship at UBS as a member of a Wealth Management Team. Tom was also All-American Basketball player and a member of the University of St. Thomas 2011 National Championship team. He went on to play professionally in Australia before returning home to pursue a career in Financial Services.
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.