CPA
Professional designations
- Certified Public Accountant, state of California
- Member, California Society of Certified Public Accountants
- Member, American Society of Certified Public Accountants
- Member, Western Pension & Benefits Conference
- Member, American Society of Pension Professionals and Actuaries
Current responsibility
Tom has been in the retirement industry for 17 years and is responsible for the delivery of services to more than 60 clients. He currently serves as co-practice leader in Milliman's Walnut Creek, Calif., office.
Before joining Milliman, Tom spent 11 years with a large public accounting firm, where he specialized in auditing public and private companies in the retail, financial, and real estate industries.Experience
Tom works closely with clients of all sizes in the design, installation, and administration of their qualified retirement plans, including profit-sharing plans, money purchase pension plans, 401(k) profit-sharing plans and defined benefit pension plans.
His clients range in size from five to 2,500 participants, including approximately 40 clients with daily-valued 401(k) plans. He works with clients in a variety of industries, including law firms, high technology, retail, manufacturing, consulting, transportation, and not-for-profits.Presentations and publications
Education
- BS (honors), Business Administration with emphasis in Accounting, California State University, Hayward
CONTACT INFORMATION
Office:
Phone: