With over 26 years of experience in the financial services industry, Tom specializes in serving high-net-worth families through tailored wealth planning strategies, alternative investments, and customized portfolio construction. As a founding partner of Longleaf Capital Group, Tom brings a deep commitment to independence, objectivity, and personalized financial guidance.

Tom holds both a Bachelor of Science and a Master’s degree in Accountancy from Auburn University. He began his career as a Certified Public Accountant with PricewaterhouseCoopers in Birmingham, Alabama, before transitioning into wealth management in 1999. He spent a decade at Merrill Lynch (2000–2010), followed by 15 years at Morgan Stanley (2010–2025), where he served in leadership and advisory roles focused on holistic wealth planning. In 2004, he earned the Certified Financial Planner™ designation, further enhancing his ability to serve clients with comprehensive financial planning.

He and his wife, Katherine, have been married for 29 years and have two children. Outside the office, Tom enjoys golf, pickleball, fishing, and snow skiing.