Tom is a Personal CFO who helps a small number of successful Business Owners make smart financial decisions and achieve everything that’s important to them.
With experience in both public and private enterprise, Tom boasts a résumé that includes tenure of more than a decade with the high-net-worth specialist groups of JP Morgan, Bank of Oklahoma and the First National Bank of Chicago. He also has well over two decades of experience as a private business owner in the industrial valve and temporary-help industries.
Tom, who holds a Series 66 license, is a graduate of Indiana University, where he was an All-American swimmer. An occasional golfer and active musician, he has been involved in the Tulsa community as a volunteer with United Way, the Boy Scouts of America, the Oklahoma Jazz Hall of Fame, the Tulsa Opera and numerous professional and amateur golf tournaments. A father of four and grandfather of many, Tom lives in Tulsa with his wife of more than 35 years.
Below, Tom shares about what we do at Warburton Capital: