Tommy is a Financial Consultant dedicated to providing personalized financial planning and investment strategies for individuals, families, businesses, and nonprofits, helping them achieve their aspirations with confidence. After graduating from Sam Houston State University, he gained foundational experience at Equitable Advisors, building expertise in financial planning and client relations. In 2025, he joined Capitalwise, where he is dedicated to guiding clients towards their long term financial goals with clarity and peace of mind. Originally from Kingwood, TX, Tommy enjoys spending his free time fishing whenever he gets the opportunity.
Exams, Licenses, and Other Professional Designations
- 2024 – Series 6, Series 63, and Series 65 Examinations
- 2023 – SIE Examination
- 2023 – General Lines – Life, Accident, and Health Insurance
- 2023 – Bachelor of General Business from Sam Houston State University: Graduated with Honors
Fun Facts
If someone gave you a gift box full of items that made you smile, what would be in it?
Fishing or hunting accessories, Astros / Texans jersey, golf balls, and a gift card to a seafood restaurant.
What book or person has most impacted your life?
My parents. With my Dad and Mom being hard on me and pushing me to be the best version of myself at all times.
What’s your favorite holiday (or family) tradition?
I enjoy both Thanksgiving and Christmas as I have a lot to be thankful for. And I really enjoy getting together with family and getting to eat Fried Turkey.
If you could spend the day with a fictional character, who would you choose?
Indiana Jones. I feel like it would be so much fun.
What is one item you can’t live without (besides your phone)?
I would probably say my fishing poles. I would go fishing everyday if I was able to.
What (or who) makes you laugh?
When my friends say something goofy or they miss the softball in a slow pitch softball game.
What is one thing every person should add to their daily routine?
Have 30 minutes – hour of exercise, whether that means going on a bike ride, or just taking a walk, or going to the gym.