Founder of Portfolio Advisory Council L.L.C. Tom is a graduate of the University of Houston, College of Financial Planning, and Board Certified by the Board of Standards Inc. He holds numerous certifications and professional designations; he’s also a Texas Real Estate Broker.
Over the past 25 years he has worked diligently with individuals and corporations to achieve their financial objectives. A successful investment plan requires a balance between risk and predictable investment results. Team work is essential to the investment management process for all our accounts, whether an individual retirement account; educational foundation; corporate retirement plan; or family investment trust.
Life presents us with opportunities and challenges. It is our mission to help our clients make the best of their financial situation. Maybe it’s the consolidation of their retirement accounts prior to retirement, maybe the sale of a family business, a divorce, or the death of a family member. Client success is our primary objective no matter what happens.
Tom has two grown children Cote and Susan. A long time resident of the Clear Lake area he is a competitive sailboat racer and a member of the Lakewood Yacht Club.