708 Cleveland Avenue SW,
Tom began his career as a bank supervisor and investment representative in 1997. In 2000 he joined RBC Wealth Management as a Financial Advisor and he and Mary started working together in 2008. Our team grew in 2016 when we added Ben Freeby who brought wider knowledge and new resources to the table. After growing to serve over 300 client households with combined assets of over 250 million dollars we chose to join Royal Alliance to further expand our team and resources to effectively serve our existing clients as well as the next generation of investors. Our clients come from all over the United States, and we’ve made meaningful connections with families in 25 states and counting. Using modern technology, we’ve been able to bridge the gap and form relationships with clients near and far
We believe in building relationships with our clients first and foremost. We take the time to learn about our clients’ individual needs and goals and prioritize their needs ahead of any account minimums. We want to ensure that we are the right fit for each other and that by working together we can mutually benefit.
Strategy. Execution. Success. We aim to help individuals, families, and small businesses achieve their financial goals through goal-based planning. We’ve made ourselves accessible and responsive so our clients know they can count on us whenever they have a question or need