For over 30 years Tom Hammann has been in the financial industry. His mission is to build long-term, genuine relationships with his clients and their families. Tom joined the TSG Wealth Management team in 2020 to take the next step in his financial services career. Previous to TSG Wealth Management Tom worked at Morgan Stanley where he focuses on assisting successful business owners and retirees grow, preserve and manage their wealth.
He prides himself on being very straight-forward, down to earth and explaining everything in Laymen’s terms. He understands the importance of uncovering client’s priorities and using these priorities to help his clients set and achieve realistic goals. Tom’s mission statement is to understand the unique needs of high net worth clients like you.
Tom has helped generations of investors grow, preserve and manage their wealth, as well as, help continue that proud tradition by providing comprehensive wealth management services and customized advice. His focus includes investment counsel, insurance review and liability management, along with retirement, education, and trust and estate planning strategies.
Additionally, he assists business owners with succession planning and employee retirement plans. He is grateful for the opportunity to work with his clients through all of their life transitions.
Tom earned his BA in Marketing and Finance from Sonoma State University. After college he worked as an advisor at PaineWebber, Lehman Brothers, Sutro & Co and the Royal Bank of Canada as an advisor and manager. Operating as a manager, Tom was fortunate to oversee and gain knowledge from top financial advisors, which gives him a specialized approach in how he operates his business. In his downtime, he enjoys traveling, hunting, hiking and flying.
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