At PPA, Tom both advises clients and serves as the firm’s General Counsel. Tom works closely and collaboratively with his clients, which include families as well as the retirement plans of small businesses and non-profit organizations, to provide investment and financial advice to simplify an often complex financial landscape.
Tom has also designed and helped PPA launch its Money and Meaning™ project, which helps lead clients through a hands-on process of discernment to reflect on the meaning of money in their lives. As a result, clients are better able to articulate and live financial lives aligned with their big-picture priorities and deeply-held values.
From 2005-2014, he was a corporate litigator, devoting significant time to clients in the investment advisory and financial services sectors, and was selected to the National Law Journal Chicago’s “40 Under 40” list in 2014. He is also a published author whose writing has been featured in national magazines, major newspapers, and on TV and radio. Read more. Tom is a graduate of Princeton University, where he majored in Religion. He received a Master’s of Theological Studies from Harvard Divinity School, and a J.D. from the University of Chicago Law School.
A native New Yorker who, since 2000, has been proud to call Chicago home, Tom is civically active, serving as a board member of Interfaith Youth Core, the Leadership Greater Chicago Fellows Board, and the Donald C. Liu SLAP’D Foundation. He is a past board member of KAM Isaiah Israel Congregation and an active volunteer mentor at the Hyde Park Neighborhood Club. He and his wife Elizabeth, a psychiatrist and medical educator, have a son and daughter.