“Tom was the first investment advisor I met that I did not consider an ‘itinerant money salesman’. He and his team came in and took ownership of developing mutually rewarding relationships with the commercial lenders. He understands the sanctity of the client relationships in the commercial division and went about demonstrating he could put a team of professionals in place to meet the high standards of both the lenders and their clients. His team’s advice far exceeded my experience with “bank brokers” and proved that synergy within these departments is possible. If you are looking for someone to break down barriers and help integrate the investment business into the core of your institution then Tom is your man.”

—L. Burwell Gunn

President, COO & Vice Chairman, First Virginia Community Bank (Retired)