Tom completed a Bachelor of Arts degree in Industrial-Organizational Psychology from Point Loma Nazarene University in 2005. From there, he began his career in customer service before launching into a career in pharmaceutical research.

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Eventually pivoting into financial services, Tom spent several months obtaining his health and life insurance license, eventually also passing the FINRA Series 7 and 66 exams. He worked for a major insurance company and later, a major investment firm, eventually earning a Chartered Retirement Planning Counselor certification in 2014. During this time, Tom helped hundreds of people learn basic financial and investment principles, and provided advice pertaining to insurance, banking, retirement and estate planning, and college planning.

 

While Tom is not currently FINRA-registered and no longer maintains the CRPC designation, he continues to be passionate about helping others make sound financial decisions, especially as it pertains to insurance.

 

Since 2016, Tom has specialized in helping business owners, pre-retirees, and retirees simplify the complex decisions they have to make around employee benefits, executive retention, transitioning to Medicare, and conservative investments using insurance products.

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Tom enjoys dry humor and generally has a positive outlook on life. He lives with his beautiful wife and 3 kids in San Diego. After a long day of work, he enjoys being outside and doing many sports at a novice level, including basketball, soccer, golf, and boogie boarding. 

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*Medicare Supplement Insurance and Medicare Advantage plans are sold through an affiliation with Bridlewood Insurance Services in San Diego, CA. Tom is an active agent with Bridlewood. More info at www.bridlewoodinsurance.com