W. Thomas McNary,
CFP®

Client Advisor

Tom began his financial services career in 2015 after graduating from the University of Colorado with a Bachelor of Arts degree in history and a minor in business administration. He enjoys working with clients and appreciates seeing the impact a good financial plan can have on their lives. Tom lives in Lafayette with his wife, Jessie, and spends as much time as possible snowboarding or hiking. Tom holds the FINRA Series 65 License.

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