Tom is a Partner with Lewis Miller Personal Financial Advisors and fell in love with the financial services industry when he was in third grade (after holding $40,000 in cash), but became serious about the career after seeing the difference that proper financial planning can make in the lives of individuals and families. He believes that the greatest value he can provide for his clients is giving them more knowledge, performance, and attention for their hard earned assets and finds great joy in not only seeking to make them money, but building that long-term relationship with them. He has previously worked at various banks and large wirehouses, but finds that being an independent advisor gives him and his clients more flexibility. He wants his firm to be a place where clients have the best opportunity to exceed their financial goals and he seeks to do this by staying competitive, being a visionary for the firm, and treating each client to the personalized financial experience they deserve.
Education is key for Tom, which is one of the reasons why he holds some of the most prestigious designations in the industry. Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner, which means that he has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. In addition to his CFP® designation, Tom also graduated Magna Cum Laude with a BBA in Finance and Commercial Banking from the University of Louisiana-Monroe and has his MBA in Business Administration from the University of Mississippi, Ole Miss. Tom is a Monroe, Louisiana local.