About Thomas
Tom has over 40 years of wealth advisory services experience with deep knowledge in investments, taxation, and personal finance. He leverages this understanding to help clients develop and maintain long-term strategies for preserving and enhancing their wealth.
Prior to joining our team, Tom founded Bordeaux Wealth Advisors. In addition, he was a partner and held senior roles at preeminent wealth management, trust, and accounting firms, where he served private individuals, families, senior executives, and entrepreneurs.
Education and Professional Milestones
- Miami University in Oxford, Ohio – bachelor’s degree in business administration (accountancy), cum laude
- Wharton School at the University of Pennsylvania – Master of Business Administration
- Currently a member of the CFA Institute®, the CFA® Society of Seattle, and the American Institute of CPAs
Tom has over 40 years of wealth advisory services experience with deep knowledge in investments, taxation, and personal finance. He leverages this understanding to help clients develop and maintain long-term strategies for preserving and enhancing their wealth.
Prior to joining our team, Tom founded Bordeaux Wealth Advisors. In addition, he was a partner and held senior roles at preeminent wealth management, trust, and accounting firms, where he served private individuals, families, senior executives, and entrepreneurs.
Education and Professional Milestones
- Miami University in Oxford, Ohio – bachelor’s degree in business administration (accountancy), cum laude
- Wharton School at the University of Pennsylvania – Master of Business Administration
- Currently a member of the CFA Institute®, the CFA® Society of Seattle, and the American Institute of CPAs