“Tom not only impressed me with his extensive knowledge of the industry, but particularly with the thoroughness of his work. He provided us with a comprehensive plan that touched on all aspects of the wealth management business. Additionally, in presenting the business plan to our board, he transformed complex quantitative and qualitative information into simple terms that everyone understood. If you need someone with excellent analytical and presentation skills, I urge you to contact Tom.”

—Tim Tracy

Chief Credit Officer, Compeer Financial