Thomas Decker Jr., CFP

Since 1998, Tom has helped a select group of individuals, families, and business owners build, manage, protect, and transition wealth with a specialty around serving the specific needs of corporate executives. His practice is built upon the four cornerstones of comprehensive investment management: investments, liability management, estate and trust services, and risk management. Tom grew up in the Washington D.C. metro area and attended the University of Oklahoma, where he was a member of the OU Sooners football team and earned a bachelor’s degree. A constant learner, Tom earned the prestigious Certified Financial Planner® designation in 2010. The CFP® certification is awarded to those individuals who complete a rigorous course of study and who dedicate themselves to maintaining their technical competency and agree to abide by a strict code of ethics. As a Private Wealth Financial Advisor, Tom utilizes a disciplined, client-centric approach, which has its foundation in listening to and understanding his clients’ goals and objectives. He develops solutions and strategies based on those objectives and implements them in an independent, objective, unbiased, and cost-effective manner. As plans unfold, Tom reviews and adjusts when personal situations change and when major market shifts occur. Tom comes from a family of financial advisors and developed a passion for investments at an early age. He was drawn to the investment advisory business because it offers the ability to develop long-term relationships by working with families over their lifetimes to make a positive difference in their lives.