Tom’s core passions are to teach and coach. For over 40 years, Tom has been a professional coach, first in the sport of tennis, and then during the last 15 years, full time in the financial advisory business. During his time working on 401(k) plans, Tom worked with the owners, trustees, HR, Record Keepers, TPA’s and finally, a company’s greatest asset - their employees. His goals? To help everyone involved in a 401(k) to have a positive experience working with ZUNA. Tom spends the bulk of his time at ZUNA asking questions, then collaborating, strategizing and planning with his relationships.

Tom’s tennis coaching and teaching career of four decades have served (pun intended) him well as he educates, excites, and encourages employees at all life stages and economic status to make smarter choices today which should lead to better opportunities in the future.

“I’m blessed to have spent my entire career teaching and coaching not only tennis players, but also helping 401(k) participants, prepare for the next great chapter in their journey. Often while coaching, I will experience a goose bump moment. This is my mind and body indicating I’m alive, engaged and moved by what just happened. It happens on the court and when I am meeting and conversing with employees about their savings goals in their 401(k). The goose bump moment is when I hear someone say ‘Now I get it….I have never heard this explained in such a way, now I’m excited to learn more!’ ”

When Tom is not helping 401(k) participants or working with their plans, “Pa” (as his adorable grandkids, Emilia, Ellie, and William, Lucas, and Hazel refer to him as!) also relishes opportunities to gather for family occasions with his wife Cindy, and kids Tiffany, Meghan and Jillian, preferably on the beach in Lincoln City. Tom continues to help tennis players at the high school level, where he is a volunteer assistant to the recently crowned two-time state champions Marist Spartans.

Tom’s top three values: Positivity. Empathy. Patience. (Tom calls it PEP!).