About the team

Tom has 25 years of experience as a top-producing State Farm Insurance agent in Park City, Utah, where he built a business with more than 4,000 clients, 10,000 policies, and $6 million in annual premiums.  

He was nationally ranked in the top 1% of all State Farm agents, advising many clients on their retirement and tax planning. 

Community service has also played a central role in Tom’s life, and he brings decades of experience leading nonprofit boards.  

He has served as an executive board member, president of the Park City Chamber and Visitors Bureau, and the Carpinteria Chamber of Commerce Board Chair. 

 He was co-founder of the Park City Winter School and supported the Cancer Foundation of Santa Barbara as planned giving director, among many other leadership roles.  

With a broad knowledge of: 

Tax Planning | Retirement Planning | Roth Conversions | Premium Finance | Executive Benefits | Charitable Gift Planning | Estate Planning | Social Security Maximization | Lifetime Income 

Professional Organizations

• Society of Financial Service Professionals
• Association of Fundraising Professionals
• National Association of Charitable Gift Planners 

Education

• • Degrees in Economics
  • Chartered Advisor in Philanthropy – CAP®
  • Chartered Life Underwriter – CLU®
  • Securities Licenses 6 & 65
  • Insurance Licenses

Business

• State Farm Agent – Park City, Utah ranked in the Top 1% Nationally
• Nonprofit Professional Services
• Planned Giving Marketing Solutions – Charitable Gifts
• Co-Founder – Park City Winter School
• Ernest Brooks Foundation – Executive Director

Community Service

• Rotary Club of Park City, UT, & Carpinteria CA
• Girls Inc, Carpinteria Board of Directors
• Chamber of Commerce – Park City, UT & Carpinteria, CA – Executive Board and Board President
• Leadership Program – Park City, UT
• Safewater International – Board of Directors
• National Ability Center – Board of Directors
• Park City Ski Educational Foundation – Board President