“Tom and I have worked together on a number of mutual client relationships over the years, where Tom served in a consulting role. I have heard Tom speak at conferences and have seen the output of his financial services consulting work, and on both points, Tom is a highly credible expert in his field. He is particularly strong in the area of compensation and I recommended him today to a large regional bank, which needs access to such expertise. Tom is an excellent speaker and communicator and I’d recommend him to any financial institution seeking an objective consulting partner.”

—Dick Trumpler

CEO Trumpler Wealth Consulting (former Managing Director, New York Private Bank and Trust)