Our History: 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 Osaic 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.