Tom joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. With over 30 years of experience in the financial services industry, Tom has held various roles such as Operations Manager, Compliance Manager, Portfolio Manager, Advisory Surveillance Manager, and Financial Advisor. His extensive background enables him to assist clients and advisors in navigating complex financial questions and finding effective solutions. Tom enjoys leveraging multiple data sources to create spreadsheets and uncover answers.
In his free time, Tom enjoys traveling with his wife and grown children, working on various projects at home and church, and playing baseball (when he’s not injured). Tom also has a passion for music, playing the bass guitar, trombone, and occasionally the piano.
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