Vice President, Director, Retirement Plan Services, CRPS®
"I strive to help plan sponsors simplify their retirement plans and help their employees save for a meaningful retirement."
Tom ensures that Group Retirement Plan clients receive the robust level of services offered by Preisz Financial. Serving as the team leader for our retirement plan practice, he offers support by ensuring all services are delivered in accordance with their needs. Additionally, he hosts the Fiduciary Review Meetings for Plan Sponsor clients, provides Investment Monitoring reviews and assists Plan Sponsors with reviewing their current recordkeepers costs and services. While he spends most of his day working with Plan Sponsor clients, he enjoys providing onsite participant education meetings and meeting with plan participants during 401(k) Checkup meetings. Tom is also a member of the internal Preisz Financial Investment Committee.
Prior to entering the industry, he spent several years as a forest firefighter, serving as a squad leader and a senior firefighter with a Forest Service Hotshot Crew. During his time as a firefighter, he assisted with disaster relief for Hurricane Katrina and the Space Shuttle Columbia Search and Recovery efforts. He is proud of the six years he spent as a Wildland Firefighter and believes this unique experience contributes to his ability to help clients remain calm during stressful times and to stay focused on their objectives.
Tom grew up in Eugene, Oregon, where the fall season was spent watching Oregon Ducks football. Today, he lives in Portland with his wife and son. He and his family enjoy experiencing the outdoors, including fishing on the Columbia River, hiking in the Columbia River Gorge, cross country skiing at Mt. Hood, horseback riding in the Wallowa-Whitman National Forest, and relaxing on the Oregon coast. Tom, his wife, and son all train in martial arts and they often workout together after work and school. Tom is a proud supporter of New Avenues for Youth and The Human Rights Campaign.
- Qualified Retirement Plans
- Member, Portland CFA Society
Education, Certifications & Licenses
- Chartered Retirement Plans SpecialistSM (CRPS®)
- Accredited Investment Fiduciary® (AIF®)
- Passed CFA Level 1 Exam 2010
- FINRA Series 7, 63, and 65 registrations through LPL Financial
- Life Insurance license in Oregon