Client Relationship Specialist
Tom joined Buckingham Strategic Wealth in late 2013. His role as a client relationship specialist includes processing reports and monetary requests and ensuring both the distribution and report calendars are up-to-date for the advising teams.
He joined the firm after serving as a financial advisor with Edward Jones. There he was responsible for providing insight to help clients reach their long-term goals.
Tom graduated from the University of Missouri-Columbia with a bachelor’s degree in business administration. He holds Series 7 and State of Missouri Life and Health certifications, and is currently pursuing his Masters of Accountancy degree from the University of Missouri-St. Louis.