Meet Tom
Tom is a Principal at Mercer Advisors, based in Boulder, Colorado. Tom has more than a decade of experience in financial services and started his career working for two smaller registered investment advisor firms in Boulder County before joining the Mercer Advisors team in 2019 via acquisition. He holds a B.S. degree in history with a minor in business administration from the University of Colorado, is a CERTIFIED FINANCIAL PLANNER® professional, and is a Chartered SRI Counselor™.
Tom’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tom has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising physicians with insurance, debt, and investment strategies
- Advising tech professionals, including clients at Apple, Google, and Palantir
His working style
Tom is known for the deep connections he establishes with his clients and the personal investment he makes in helping ensure they’re on track toward their goals. He takes great pride in his role as a partner for clients, collaborating with them to help navigate life’s successes and struggles. He strives to make financial planning a fun and dynamic process. If you want to find joy and reassurance with your finances, Tom is a great fit for you.
Tom in real life
What keeps you busy outside of work?
Spending time with family and adventuring through Colorado’s beautiful mountains, either on foot or sliding on snow.
How do you give back?
Mentorship with the CU Leeds School of Business and consistent engagement with the CU Personal Financial Planning Program.
Any words you try to live by?
Optimism. I strive to channel my optimism and joie de vivre into positively impacting those in my world I am lucky enough to come into contact with.
Tom’s snapshots
Forbes Top Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Tom’s Teammates
Riley Wank
Client Service Specialist
What Tom Says
I know that I can always count on Riley to do an exceptional job for our clients. Her responsiveness, attention to detail, and great attitude are second-to-none.
William Sands
Wealth Advisor
What Tom Says
Will and I partner exceptionally well because we are both committed to creating the best outcome possible for our clients, and making sure that no stone is unturned if it means that we can improve our clients’ lives in some way.
Brian Samson
Managing Partner
What Tom Says
Brian is a tremendous mentor and leader for our team in Colorado. He is a steadying force and is always willing to share ideas on how we can continue to better the lives of our clients and our teammates in the Rocky Mountain region.
Ready to learn more?
Explore More
Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next
March 24, 2026