
Tom is our firm’s Financial Life Planning advisor. He trained for this function through the Kinder Institute of Life Planning which awarded Tom 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 also conducts employee education for 401(k) plan participants through group and individual meetings.
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, playing Texas Hold Em, 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. Tom enjoys listening and learning from Pastor Brett Gilchrist on Sundays at University Fellowship.