Describe your perfect day?
Sleeping in with my wife (parents of young kids will get it!) on a beautiful early-spring morning, waking up and making some pancakes, bacon, and eggs for us, then spending time with our families, finishing up the day with a round of golf with some good friends and capping it with a nice dinner at home, steak, roasted sweet potatoes, asparagus, and a good show or documentary on Netflix.
What do you most like about your job?
Getting to know my clients to help them clarify what is most important to them and then planning accordingly so that their values and principles are aligned with their finances!
Surprise us, something we don’t know about you?
I grew up playing many sports, but my favorite was rugby which I only played for a year on a college club team.
How long have you worked in Financial Services?
9+ years
Meet with Tom
Bachelors of Science - Business Management and Administration - Arizona State University
CFP® certification
Investments, Budgeting, Retirement Savings Strategies, Tax Planning, Small Business Retirement Plans, Legacy Planning, Equity Compensation
Tom previously worked at Vanguard starting off as a Brokerage Professional before ascending up sequentially to Retirement Specialist, Mass Affluent Advisor, High Net Worth Advisor and Senior Financial Advisor. Tom most recently was a Senior Financial Advisor and Lead Planner for Bergen Financial Group.
Tom began his career in financial services the summer of 2016. Over the last decade, he has helped thousands of individuals and households navigate their financial picture through strategic and targeted advice. His favorite part of what he does is getting to know his clients personally, to understand what is most important to them, to help them consider things they were not yet even aware of themselves, and then help them achieve their financial goals. He focuses his approach on gaining a deep understanding of each person he works with to be able to tailor solutions unique to them. Most importantly, he aims to break down complex topics into simple, palatable terms that enable his clients to understand the “why” behind what he is advising and therefore have peace of mind in knowing that the plan in place is what makes sense for them.
Outside of work, Tom is a new father, as he and his wife Kari welcomed their daughter Juniper November 2025. He is an avid golfer having competed during high school and his first two years of college. He and his wife love to travel and have a goal to visit at least one new place every year.
.svg)
Participation in our referral program, whether as a referrer or referee, is subject to our full terms and conditions outlined available here.
Just book a free 30-minute Strategy Session. We’ll learn about your goals, share how we work, and answer any questions you have. If it feels like the right fit, we’ll guide you through the next steps to kick off your plan.
Our financial advisors are all full-time employees of Domain. Think of Domain advisors as a hand-selected team bringing extensive experience from firms such as Morgan Stanley, Goldman Sachs and BlackRock. Each is a CERTIFIED FINANCIAL PLANNER® professional.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we’re legally obligated to always act in your best interests. But that’s how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Your Domain advisor is here to guide you through every part of your financial life. That includes things like investments, cash flow and spending, tax planning, retirement planning, real estate and home affordability decisions, equity compensation, education savings, estate planning, and insurance. No matter your goals, you'll get expert, personalized advice—and a clear path to reach them.
Initial plan creation takes about 3–4 weeks for our Essential and Strategic Plans, and 6–8 weeks for the Comprehensive Plan, depending on the complexity of your finances. From there, your membership continues with ongoing coaching, plan updates, and support—so we’re with you well beyond the first draft, helping you adapt and make smarter decisions as life evolves.
Every membership includes a kickoff meeting, 2–4 coaching sessions, an annual plan update, and ongoing email support from your dedicated CFP® professional. You can space out your sessions throughout the year or use them closer together when you’re facing a big decision—like changing jobs, buying a home, or making a major investment. We’re here whenever life calls for a smarter strategy.
You’ll receive a personalized financial plan and financial model built around your goals—complete with step-by-step recommendations and a clear roadmap to follow. You’ll work one-on-one with a dedicated advisor who will guide you through every detail and help you confidently put your plan into action. Your sessions and support are tailored to your plan type, ensuring you get exactly what you need to make smarter financial decisions.
We genuinely believe you’ll love your membership and plan—but if it falls short, we’ll make it right. Your advisor will address any concerns and make adjustments as needed. If you’re still not satisfied, we’ll give you a full refund. That’s our 100% Satisfaction Guarantee. See full details here: https://domainmoney.com/assets/library/satisfaction-guarantee
All of your information and data is handled with the highest level of confidentiality. We use it solely for providing personalized financial advice directly to you, and will never share or sell your information. We thrive on trust, and take data security seriously.
Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.
Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.
Absolutely—and your advisor will help you stay one step ahead. Your Domain plan is built to adapt as your life unfolds. Whether you’re exploring new goals, making a big decision, or navigating changes in your personal or financial life, we’ll proactively revisit your strategy to keep it aligned with what matters most.
Life changes—and your strategy should too. With an annual membership, you’ll get updated guidance each year and ongoing access to your advisor. Whether your goals shift, your income changes, or something unexpected comes up, we’ll revisit your plan together and keep you on the best path forward.
For now, our services are only available to clients currently residing inside the US.
Easy—just email support@domainmoney.com.
Domain Money is a team of CFP® professionals on a mission to make best-in-class financial advice accessible—without the complexity, hidden fees, or product sales you’ll typically find elsewhere. Our advisors act as fiduciaries, always putting your best interests first. We don’t manage your assets, sell investment products, or earn commissions—so our advice is 100% objective. Financial planning and investment advice are provided through Domain Money Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).
