Tom has lived in the valley for over 30 years and has been in the financial services industry for almost a decade. Having recently come over from Vanguard, he is very excited to bring his wealth of experience and insight to the Bergen Financial Group team. Tom graduated from Arizona State University with a B.S. in Business Management in December of 2015 and launched into his financial services career shortly thereafter. He is a Certified Financial Planner® focusing on retirement income planning, tax strategies, and investment management.
He thoroughly enjoys getting to meet new people and his wife describes him as someone who likes to make anyone and everyone feel like a friend. In his free time, he is an avid golfer having played competitively in high school and couple years of college, plays softball, and is an avid Phoenix Suns, Arizona Diamondbacks, and Los Angeles Rams fan.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.