Tommy is a Founding Partner of Coastal Oak Wealth Advisors.
Tommy works with High Net Worth families and individuals focusing on investment strategy, asset allocation, risk management, and helping clients navigate the financial markets.
Having worked in the asset management industry for over a decade, Tommy uses his knowledge & experience to cultivate new relationships and to better serve clients. Growing up around the industry, Tommy has always had a passion for investments and thrives on doing what it takes to help clients achieve their goals.
Born in New Jersey, Tommy moved to Jacksonville in 1995. He graduated from The Bolles School, then earned his BSBA in Finance & BSBA in Management from Georgetown University where he was a captain on the baseball team. Tommy enjoys spending time with family, golfing, hunting and fishing.
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