Managing Director - Wealth Management | Northern Colorado
As managing director, Tom specializes in developing and strengthening relationships with existing and new clients. Tom has over 20 years of wealth advisory experience in working with successful families, professionals and business owners. His primary responsibility is to help safeguard and enrich the goals and objectives of our clients’ lives through the integrated and personal delivery of Fiduciary, Investment and Wealth Planning services. He believes it is essential that our clients’ values and goals serve as the foundation of our relationship with them. Tom helped start the Northern Colorado office in 2004 when First Western Trust acquired James Sprout & Associates and the Poudre River Valley Trust Company. Prior to joining First Western, he worked with a regional accounting firm providing financial services.
Getting to Know Tom
Do you have any accolades you’d like to share?
The accolade that I am most proud of is being awarded the Jim Sprout Award as part of the First Western Westy’s. This is given in honor of Jim Sprout and to an associate who exhibits outstanding client commitment & dedication.
If applicable, how does your involvement with the community fulfill you?
My involvement with the community is an important component of my personal fulfillment. I believe this is a responsibility we have to invest in our communities as citizens. I have also repeatedly had the experience where what I received in personal growth far outweighed the “cost” of my support.
What do you like most about your job?
What I like most about my job is the relationships that I am able to develop with our clients and associates. We strive to understand what is truly important to our clients and are able to celebrate with them as they reach these milestones. Our clients place a high degree of trust and faith in us that we will be there in the event of a contingency. Developing and maintaining these relationships is rewarding. We take a similar approach in developing associates at First Western, which has served to deepen these relationships as well.
Credentials
- Bachelor of Arts in Philosophy from St. John’s University, Minnesota
- Certified Financial Planner (CFP®) designation
- Series 7, Life Insurance
- NMLS ID 1597323
Involvement
- Regional Development Board Member, Community Foundation of Northern Colorado
- Member Parish Finance Council, St. Joseph Catholic Church
- Volunteer, Food Bank of the Rockies
- Volunteer, Catholic Charities