Tom brings 25 years as a top-producing State Farm insurance agent in Park City, Utah, where he built a business that boasted 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. But community service also has played a central role in Tom’s life, and he brings decades of experience leading nonprofit boards.
He has served as executive board member and board president of the Park City Chamber and Visitors Bureau and board chair of the Carpinteria Chamber of Commerce; 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.
Tom currently is executive director of the Ernest Brooks Foundation, a nonprofit dedicated to elevating the creation of visual media. He holds an advanced designation in philanthropy from the American College in Bryn Mawr, Pa. With his experience as a successful business owner coupled with a deep understanding of nonprofit organizations, Tom brings practical, hands-on knowledge of the challenges facing charitable organizations as they raise funds and the best ways to solve them.
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What is CAP?
Click to expandThe CAP® credential is for financial and nonprofit professionals focused on the best strategies for philanthropic planning. In addition to mastering the financial details involved in different forms of charitable giving, CAP® designees gain critical interpersonal skills needed to guide clients and donors from philanthropic aspiration to positive social impact.
- Applying the best tax strategies, tools, and techniques for charitable giving.
- Understanding client or donor goals for self, family, and/or society and putting together holistic
financial strategies that meet those goals in the most impactful way possible. - Advising wealthy families on important financial matters, including business exit planning, estate
planning, and legacy planning. - Handling gift-planning for nonprofits, including developing six- to eight-figure gifts from high-capacity
donors. - Serving Baby Boomers already over 70 and older adults who want to give back during retirement.
- Using financial skills and philanthropic planning to make a positive difference in communities and in
the world.
What is CLU?
Click to expandLaunched in 1927, the CLU® is the insurance profession’s oldest standard of excellence. Today, it continues to be the premier credential for insurance professionals who want to provide their clients with the security of life insurance and risk management.
CLU® designees know how to serve the diverse needs of their individual and business clients through in-depth insurance knowledge, including expertise on life insurance products, aspects of risk management, the legal aspects of life insurance, and assisting clients in making decisions about estate planning, including various wills and trust arrangements.