About Tom
Serving the Kalamazoo area, Tom provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Tom works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Tom serves as Vice President and Senior Wealth Strategist. In this role, Tom provides individuals and families with complex estate and tax planning guidance to assist clients in obtaining their wealth planning goals for current and future generations.
Tom has been in the fiduciary and legal fields since 1991, with private practice and in-house experience. Before joining Fifth Third Private Bank, he served as chief in-house counsel for a trust services company, as Chief Fiduciary Officer for a national bank trust department, and in private practice as an attorney. Tom is a current member of the State Bar in Michigan.
Tom has been in the fiduciary and legal fields since 1991, with private practice and in-house experience. Before joining Fifth Third Private Bank, he served as chief in-house counsel for a trust services company, as Chief Fiduciary Officer for a national bank trust department, and in private practice as an attorney. Tom is a current member of the State Bar in Michigan.
Education
Tom earned his bachelor’s degree from Kalamazoo College, and his Juris Doctorate from the Indiana University School of Law in Bloomington. He is a licensed attorney in the State of Michigan, and a Certified Trust and Fiduciary Advisor (CTFA) with the American Bankers Association.
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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