Meet Tom

Tom is our President and Senior Wealth Advisor. His decades-long career in the financial services industry started in 2000 with Ameriprise Financial where he achieved the high distinction of Platinum Financial Advisor. Co-Founder and Managing Director of Aptus Wealth Planning® before transitioning to Bridges Private Wealth, Tom focuses his practice on working with successful individuals to help them make sound financial and life decisions. He accomplishes this by providing unbiased and objective advice while being a resource for all financial and investment questions.

A graduate of Virginia Tech with a Bachelor of Science degree in Business and Finance, he successfully passed the Series 7 exam (held through Cetera Advisor Networks) and Series 66 exam (held through CWM, LLC) and his Life/Accident/Health examinations. Tom holds the following designations: CHARTERED RETIREMENT PLANNING COUNSELOR® (CRPC®), ACCREDITED PORTFOLIO MANAGEMENT ADVISOR® (APMA®), ACCREDITED WEALTH MANAGEMENT ADVISOR® (AWMA®) and ACCREDITED ASSET MANAGEMENT SPECIALIST® (AAMS®).

Tom’s strategic alliance with Carson Partners since 2013 has allowed him to bring an incredibly deep bench of resources to bear when approaching sophisticated issues that require complex solutions. This wealth of knowledge helps him achieve his mission of making the complex simple in his client’s lives.

Tom is a member of the Financial Planning Association (FPA®) and the Financial Services Institute (FSI). A ten-time recipient of the Five Star Professional Wealth Manager Award, he is one of 24 financial advisors out of the more than 4,000 in the Pittsburgh area who qualified for the Five Star Wealth Manager Award for 9 years: 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023.

Tom currently resides in Sewickley with his wife, Kriszti. They enjoy their trips back to Europe to visit Kriszti’s family in Budapest, Hungary. Tom loves his morning workouts, days on the golf course, grilling out and spending time with their two dogs, Maci and Mojo.