Tommy joined the financial services industry in 2014, shortly after graduating from San Diego State University. His drive for wealth management and professional business development steered Tommy in the direction of a large mutual fund company, as well as a large brokerage firm before joining the firm. He currently holds the FINRA Series 7 and 66 securities registrations and is an Accredited Investment Fiduciary (AIF®).
Tommy offers individuals and businesses a unique personal experience when evaluating their financial situations. Working on both sides of individual investing and business retirement plans, he has developed knowledge that helps him effectively communicate to clients and their employees on which strategies may be most suitable for them to reach their financial goals.
In Tommy’s free time, he enjoys traveling, exploring the outdoors and playing recreational sports in the community with family and friends. He is also a member of the Saint Thomas More Parish where he became a member of the Knights of Columbus and is involved with the Junior Catholic Charities Board.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
San Diego, CA 1545 Hotel Circle South
San Diego, CA 92108
San Diego, CA
1545 Hotel Circle South