Tom brings to his role as a Financial Professional a wealth of business and financial experience accumulated during his career as an executive and entrepreneur in the computer services business in New York, Europe and California.  Depth of experience allows Tom to identify with his clients' concerns and help them navigate through the complexities of life toward financial balance for their businesses and families. Background

Born in Ohio, Tom grew up in Southern California, graduating from Torrance High School and then earned a Bachelor’s degree in History from Pomona College in Claremont, California and a Master’s degree in International Relations with an International Economics specialization, from Columbia University in New York.  During his subsequent business career, Tom pioneered opportunities for US companies in the emerging markets of Eastern Europe, and as entrepreneur started successful businesses in Austria and Russia.

Tom is delighted to be back with his family in California, bringing to his clients the benefit of his knowledge and business experience.

Specialization

Tom specializes in working with business owners and professionals, helping them grow and protect what they care about most, through the design and financing of programs such as “buy-sell,” executive bonus, deferred compensation and retirement income distribution strategies.  Clients value Tom’s integrity and know that he puts their best interest always ahead of his own.   

Tom says of his profession, “I love what I do because the business owners I work with tell me I help them get their financial life in balance.”

Commitment to the Community

Tom is an active member of several community organizations, among them the Temecula Valley Chamber of Commerce, Temecula Valley Winegrowers Association, the Fallbrook Land Conservancy and San Diego Turtle and Tortoise Society, California Native Plant Society.  Tom was and is particularly proud to be able to serve in 2011 and 2018 as Ambassador Chair for the Temecula Valley Chamber of Commerce, and to be names in 2010 as Chamber Ambassador of the Year.

Tom lives with his wife of 25 years Olga and daughters Mary and Olesya in Fallbrook, California conveniently located for his clients who are mainly in San Diego, Orange and Riverside counties.

Tom is known as a thoughtful, innovative advocate for his clients, dedicated to helping them achieve financial confidence.

Tom is delighted to have found a home at Pacific Advisors, a firm that shares his financial philosophy and supports Tom’s effort to provide financial balance to the lives he touches and help his clients keep the promises they make to their families and employees.