Tom serves as a Finance Associate in our Madison, WI office. In this role, he supports the firm’s client billing process and reporting, and assists in other various internal team functions.
He brings four years of experience in client service from his previous position at Ameriprise Financial, and also holds a bachelor’s degree in Personal Finance from the University of Wisconsin.
Outside of work, Tom loves to spend time outdoors running, cycling, and hiking, and is also a proud Wisconsin sports fan.
Previous Experience
- Client Service Coordinator/Specialist at Ameriprise Financial, LLC
- Investment Operations Intern at Bronfman Rothschild
- Financial Services Intern at Guardian Life
Education & Credentials
- BS, University of Wisconsin – Madison, Personal Finance
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
