Hours & Info
Tom was born in Chicago, IL (Yes, he is a lifelong Cubs fan) and grew up in Long Beach, CA. He earned a scholarship to USC, where he graduated with honors with an MBA in Finance and Management.
Tom entered the corporate world after college, first with an affiliate of Wells Fargo Bank, then with a NYSE listed Company, Monogram Industries. He moved rapidly up the ladder at Monogram. His duties included Director of Investor Relations, where he wrote the Annual Report and managed the company’s relationship with Wall Street. Eventually, he was promoted to CFO and then COO of Monogram’s real estate development subsidiary, which he guided to record profits. After Monogram was acquired by another firm, he established his own development and consulting company.
During his college years, Tom worked at Disneyland as a ride operator on the Jungle Cruise, where he met and married Diana, the love of his life. They have 3 children and 6 grandchildren. In addition to following the World Champion Cubs, Tom is an avid Trojan football supporter. He also enjoys running, surfing, golf and travel. He managed Little League baseball and AYSO soccer teams for 12 years and occasionally can be seen scooting around town on his Vespa.
Tom always managed his own investment portfolio and was attracted to Capital Management Services by their outstanding track record and holistic approach to retirement planning. He believes that each investor must thoroughly evaluate and maximize their cash flow and Social Security before structuring their investment portfolio. He is excited about sharing his experience and retirement planning insights with other investors.