Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Please take a minute to review our partner's qualifications below:


Tom has over 30 years of experience with Entrepreneurial companies in the manufacturing, distribution, real estate, construction, and service industries. He specializes in closely held business planning, compensation and benefits, real estate and business acquisitions and divestitures, dispositions and restructurings, and financial operations efficiency planning. Tom also is an expert in estate and financial planning matters.

Former Chief Financial Officer of a nationally ranked construction company.

Managed owner's assets and financial affairs.

Managed company controllers and financial functions, including budgets, cash flows and refinancings.

Oversight manager of leasing and property management.

Expert in the business and tax consequences of mergers and acquisitions.

Expert in the business, management and tax aspects of foreign investment in U.S. businesses.

Expert in estate and financial planning issues affecting closely held business owners.

Expert in corporate and real estate acquisition and disposition planning.

Previous member of Arthur Andersen & Co.'s S-Corporation tax technical team and the West Coast Real Estate Services Group (RESG) workout team.