As a principal and co-founder, Tom imparts vision and tactical guidance to the firm, oversees internal operations and leads our strategic planning team. He has more than 35 years of investment and financial planning experience and continues to provide these services working directly with clients. Tom is our Chief Compliance Officer.
Tom earned a Bachelor of Arts in Business Administration from the University of Washington and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a past member of the Walnut Street Securities Advisory Board, the Board of Directors of the Oregon Society of Certified Financial Planners and the Board of Directors of the Eugene Estate Planning Council. Tom also serves on the investment committees for the Lane Community College and Alvord Taylor Foundations. Tom played football at the University of Washington and, prior to starting his investment advisory firm, was a Graduate Assistant with the University of Oregon football coaching staff.
Tom and his wife, Linda, have four grown children and two small dogs. Tom enjoys fishing, scuba diving, reading, gardening, and watching Duck and Husky sports.
Tom Roehl, CFP®