As part of the Wilmington Trust Emerald Family Office & Advisory team, Tom is responsible for developing customized and comprehensive wealth transfer and financial management plans for high-net-worth families and business owners throughout the United States. Tom’s areas of proficiency include estate and retirement planning, income tax strategies, investment planning, and charitable planning.
Prior to joining Wilmington Trust, Tom held various senior tax and wealth planner positions with Bank of America and Brown Advisory.
Tom holds a master’s degree in taxation from the University of Baltimore and a bachelor’s degree in business administration, with a concentration in finance and minor in economics, from Towson University. He is a Certified Public Accountant (CPA) in Maryland, Certified Financial Planner certificant (CFP), and an Accredited Estate Planner (AEP) through the National Association of Estate Planning Councils.
Tom is a member of the American Institute of Certified Public Accountants (AICPA), the Baltimore Estate Planning Council, and the Maryland Association of Certified Public Accountants.