General Info

Tom is Managing Director and Principal in the Robertson Stephens North Barrington office. Tom has been in the financial planning and investment advising business for over 30 years. Tom is particularly adept at working with clients going through or expecting to go through major life transitions such as the death of a spouse, divorce, care for an aging parent, college planning, career change, or retirement. He helps each client clarify priorities and objectives and then guides the client in developing a sound, achievable, lifetime financial plan. Prior to Robertson Stephens, Tom established CAFG Private Wealth in 1997 to provide a select group of high-net-worth families and business owners with independent and very personal financial planning guidance and advice. Tom holds a BA from St Norbert College in Business Administration and Computer Science.