Financial Advice That Makes the Complex Simple
From an early age, and throughout his career, Tom learned how impactful financial decision making can be for individuals, families, and private business owners. That is why every new relationship begins with financial planning and goal setting. A comprehensive financial plan is the cornerstone of our Team’s value-driven process. We start by listening and learning, then design the plan, and walk alongside our clients, ultimately building an enduring legacy.
Tom’s interest and passion in finance began over 15 years ago, when he was appointed as a Board Member (and later served as chair) for Napa County’s Deferred Compensation Board of Control. For 13 years, Tom served as a plan fiduciary, representing 1400 County employees for a plan totaling more than 80 million in assets.
As a Wealth Advisor in Carson Wealth’s Northern California Office, Tom brings a unique skillset to the Team. Tom spent 29 years working as a law enforcement professional. He transitioned to an investment advisor position with Jacobson Wealth Management in Napa, California, and provided investment guidance, financial planning and tax planning to families, nonprofits, and business owners. He began working as a Wealth Advisor and fiduciary for Carson Wealth in 2021 and joined the Northern California Team in 2022.
Tom holds his FINRA Series 65 license as well as the California Life, Health and Accident insurance license (License # 4035449). Tom attained a bachelor’s degree from the State University of New York (Oswego) in 1989 and earned a graduate degree in Public Administration from the University of South Dakota in 2017.
Outside of work, Tom enjoys camping, fishing, and participating in outdoor activities with his wife, CC and their two children. Tom has been coaching young athletes involved in team sports in Napa County for the past 15 years. He currently volunteers as an assistant coach for the Vintage High School boys’ lacrosse team. When time permits, he also works on home projects, is an avid reader, enjoys fitness related activities and looks for opportunities to practice his underdeveloped golf skills!