Tom has been an advisor for over 30 years, guiding his clients through more than 80,000 conversations about their financial goals and futures. Tom’s greatest aspiration was to build a true family practice by bringing all four of his children into the business–a dream he has proudly realized.
Working alongside his kids has not only strengthened the business but brought the family closer than ever. Each week, Tom leads a family meeting to review the business and ask each of his kids how much money they’ve saved that week–an exercise he encourages his clients to practice with their kids.
Tom earned his BA in Accounting from Gonzaga University and holds the CLU® ChFC® and LUTCF® designations. He remains active in the financial planning community as a member of the Spokane Association of Insurance And Financial Advisors, the CLU® & ChFC® Society, and the Spokane Estate Planning Council.
Originally, from Butte, Montana, Tom has made Spokane home ever since meeting his wife, Heidi, while at Gonzaga. Tom and Heidi are lifelong Gonzaga Bulldog fans and season ticket holders.
Nick began his internship at the family office the summer before his freshman year of high school and continued through college, gaining eight summers of experience before joining the practice out of college. Nick focuses on helping clients understand their wealth at the household level by incorporating every asset, account, and individual holding into a cohesive plan.
He is responsible for leading the idea generation at each weekly planning meeting as well as informing everyone with updates surrounding tax law, ERISA rules, etc.
Nick played basketball at Pacific University in Oregon and finished college with a BA in finance from Eastern Washington University. Nick carries the CFP® designation and is currently working towards obtaining the RICP.
Like his siblings, Noah began interning at the family office the summer before his freshman year of high school and continued through college. Noah thrives when he’s challenged to think outside of the box for clients, helping them manage concentrated stock positions or build coordinated retirement income strategies.
He’s determined to uncover opportunities clients may have overlooked to ensure they receive the best possible outcome.
Noah graduated summa cum laude from the University of Notre Dame with a BA in finance and minor in real estate. Noah carries the CFP® designation and is currently working towards obtaining his CFA.
Coming soon.
Coming soon.