Biography

Tom has practiced public accounting since 1999. He provides tax, assurance, accounting, and management advisory services to privately owned businesses, estates and trusts, individuals, and non-profit organizations. He primarily works with business owners on tax planning, business succession planning, and estate matters.

Professional Affiliations

  • Board of Directors, University of New Mexico, Anderson School of Management
  • Member, American Institute of Certified Public Accountants
  • Member, New Mexico Society of Certified Public Accountants

Education

  • BS, accounting and international business, Marquette University
  • MAcc, University of New Mexico

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.