Tom serves as a Personal Trust Officer managing corporate and non-profit relationships as well as assisting high net worth clients with wealth management and financial planning. Tom has been with The State Bank for the past 26 years providing consistent advice to his clients. He is a graduate of the Robert M. Perry School of Banking and The Southeastern Trust School.
In 2017, Tom graduated from the Cannon Trust School of Notre Dame University and earned his certified trust and financial advisor certification (CTFA). He is associated with The State Wealth Advisors (financial planning group) as a Registered Investment Advisor Representative and holds the NASD Series 7, 63 and 65 licenses along with insurance licenses in variable contract and life insurance. He has served on various board responsibilities which include the Fenton Kiwanis Club as Past President, President of Lake Fenton Community Education Foundation, member of the Grand Blanc Chamber, Spring Oaks Association, an Advisory Committee member of the Fenton Community Fund, Board member of Flint Area Young Life, a former Board Member of Lake Fenton Board of Education and serves as a Deacon at First Presbyterian Church of Flint.
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