Tom is our CIO at Asset Planning Group, Inc and takes charge of security research, analysis, and portfolio construction. He has been in the financial services industry for 25 years and co-founded Asset Planning Group in 1993. He has previously worked as a Professor of Finance, where he taught graduate level corporate finance and investment courses in the Graduate School of Business. In addition to teaching, he also sat on the editorial boards of both Physician's Money Digest and Dentist’s Money Digest for ten years and published monthly articles.
Today, Tom enjoys the intellectual challenge and social interactions he has with his clients, many of whom are friends and former students from his university days. He holds his Series 6, 7, 63, and 65 securities registrations with LPL Financial. He holds a Master’s of Science in Applied Mathematics from Bowling Green State University, as well as an MBA from the University of Miami.
When not in the office, Tom enjoys camping, traveling, disk golf, and studying classic automobiles. He is a member of both the local and national chapters of the Antique Automobile Club of America and the Chrysler 300 International Club.