For over 20 years, Thomas has worked with high net worth clients providing financial advice and direction. He focuses on investment management, tax planning, retirement strategies, business succession planning, corporate executive compensation programs, and estate planning. He works with individuals, families, professionals, corporate executives, and business owners to help them reach their immediate and long-range goals.
Before launching Keen Capital, Thomas spent 5 years with Key Private Bank as a Senior Financial Planner working with high net worth individuals and business owners. Previously, he spent 11 years at TIAA-CREF as a Wealth Management Advisor and Senior Financial Planning Specialist within the High Net Worth & Executive Planning group.
Thomas founded his wealth management firm out of a strong desire to structure his client relationships with the highest level of objectivity and flexibility. With his independent wealth management firm, Thomas has the freedom to truly advocate for his clients in solving for their high net worth challenges. Working with attorneys and CPAs, he coordinates a team approach to assure his client’s overall financial well-being.
Thomas earned a degree in Business Administration from the State University of New York at Oswego. He subsequently earned his designation as a Certified Financial Planner® and Chartered Life Underwriter. He is a member of the Financial Planning Association.
Tom and his wife, Marla, live in Westminster, CO with their two daughters, Rowan and Simone.