Senior Lead Advisor
CFP®, QPA, ERPA
Phone: (205) 313-9142
Tom is a Senior Lead Advisor for OneAscent Wealth Management in Birmingham, AL. Prior to joining OneAscent, Tom was a founding Partner of Asset Management Services, LLP (AMS) an independent RIA, and a founding partner of PlanTech, LLP, an ERISA consulting and plan administration firm. Tom has 32 years of experience designing and administering retirement plans providing business owners and their valued employees with the opportunity to build a successful retirement through their employer-sponsored plans. Tom loves to work alongside families to plan and build a lasting family legacy with community impact.
Tom, is a Certified Financial Planner (CFP®), a member of the American Society of Pension Professionals & Actuaries (ASPPA), and holds the Qualified Pension Administrator (QPA) credential. Tom maintains an Enrolled Retirement Plan Agent (ERPA) designation. This IRS credential allows Tom to represent clients before the IRS regarding retirement plans.
Tom is an active member of Oak Mountain Presbyterian Church where he has served in various leadership roles and was ordained as an elder in 2005. Tom and his wife Tara have been married for 37 years. They have two sons, two grandsons, and one granddaughter.
Talk To An Advisor
"*" indicates required fields