Potomac Capital Markets

by | Jan 10, 2019 | What people are saying

What impresses me most about Tom, beside his in-depth industry knowledge, is his pragmatism. The solutions he recommends fit into the real world; they are not just theories or academic exercises. He is comfortable in the board room and in the trenches, responding to...

LPL Financial

by | Aug 28, 2018 | What people are saying

“Tom has built up a great deal of experience and intellectual capital which I have seen him leverage to empower organizations to prosper and grow. His 20 years of service as a program manager in institutions of all sizes allow him to provide thought leadership...

Celent

by | Aug 28, 2018 | What people are saying

“Tom brings a unique approach to the business of consulting. He is particularly skilled in targeted problem-solving and successful implementation of his work product. Many consultants are able to strategize and benchmark; Tom, on the other hand, makes sure his clients...

Capital Performance Group

by | Aug 28, 2018 | What people are saying

“Tom has worked with my firm and our clients on many assignments. He has a wealth of knowledge about the investment business, rolls up his sleeves and helps get the real work done, and he is a pleasure to work with. If you are looking for a wealth management expert to...

Austin Wealth Management

by | Aug 28, 2018 | What people are saying

“Tom knows the business backwards and forwards from the trenches to the Boardroom. The phrase, “Been there, done that…”, best describes Tom. It was a privilege having him as a manager, mentor, peer and confident. I also inherited his...

United Bank

by | Aug 28, 2018 | What people are saying

“Tom proved it could be done. He and his team worked effectively with both the retail staff and lenders in our bank. He approaches the business from a can-do, positive, client-centered perspective. He wants to make certain every customer benefits from all the products...