Partner / Principal Advisor

Principal Advisor in Portfolio Design & Management is Tom's primary role at Trinity. He orchestrates all services in the design evolution and construction of Private Accounts employing individual securities. He then manages and monitors the portfolios. Tom is also the Chief Compliance Officer for Trinity Wealth Advisors, an SEC Registered Investment Advisor.

Tom also manages Quantum Wealth Management's four Quantum Models: Dynamic, Moderate, Conservative, and Income. They are both retail and institutional, which means, though they are offered to Trinity clients, the models are not owned by Trinity, proprietary to Trinity, or the responsibility of Trinity. The models consist of individual securities and are strategic (buy-and-watch) and tactical (buy-and-sell) in nature. The models do not employ equity mutual funds.

As a speaker, Tom unfolds and clarifies in great detail the complexities of investing and protecting your family's wealth in today's world of terrorism, emphasizing national security issues and generational wealth transfer.

Tom has written two books and a variety of articles, mostly for members of his profession. He is also a regular guest columnist for the St. Louis Post-Dispatch.

Tom and Charlotte have been married since 1970 and have to kids, Brian (1973) and Rehanna Leigh (1980). They have two grandkids, Garet (2004) and Isabelle (2007). Kids and grandkids all live in Chicago.