- Wealth Management
- Retirement Plans
Tom provides employee education for 401(k) plan participants through group and individual meetings. He also acts as a liaison with retirement plan trustees and investment committees.
He also is our firm’s Financial Life Planning advisor. Tom trained for this function through the Kinder Institute of Life Planning, which awarded him the Registered Life Planner designation. Tom is a member of the Heritage Institute, an organization that is nationally recognized for its “family before fortune” approach to financial planning.
Tom was the women’s tennis coach at the University of Oregon from 1988 to 1994 and has been a USPTA tennis professional for 25 years. Prior to joining the firm, Tom owned and operated Willow Creek Racquet Club. He received a Bachelor of Arts in Telecommunications from the University of Oregon in 1981.
Tom is a tennis and golf enthusiast. When he’s not on the course or court, Tom enjoys spending time with his beautiful wife and three grown daughters, and cheering for the Ducks. He is also a volunteer for Food for Lane County and ShelterCare. Tom continues to coach junior tennis players both at the YMCA and Eugene Country Club. He also enjoys listening to and learning from Pastor Brett Gilchrist on Sundays at University Fellowship.